Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.14B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.4M
3
+$20.7M
4
PEP icon
PepsiCo
PEP
+$19.7M
5
LMT icon
Lockheed Martin
LMT
+$18.2M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$19.4M
4
LLY icon
Eli Lilly
LLY
+$16.5M
5
GILD icon
Gilead Sciences
GILD
+$15.4M

Sector Composition

1 Technology 19.67%
2 Financials 18.08%
3 Industrials 12.79%
4 Healthcare 11.05%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$440K 0.01%
+27,520
727
$440K 0.01%
10,090
-6,077
728
$440K 0.01%
39,213
+9,937
729
$435K 0.01%
+4,670
730
$429K 0.01%
21,790
+2,310
731
$427K 0.01%
20,401
732
$423K 0.01%
+21,910
733
$412K 0.01%
26,239
+150
734
$409K 0.01%
14,240
+6,070
735
$406K 0.01%
+15,780
736
$405K 0.01%
2,503
-705
737
$403K 0.01%
162,023
+30,568
738
$401K 0.01%
28,658
-7,880
739
$398K 0.01%
+39,800
740
$396K 0.01%
4,540
-1,230
741
$395K 0.01%
4,890
-400
742
$388K 0.01%
13,760
-9,850
743
$386K 0.01%
14,200
-1,500
744
$385K 0.01%
12,351
-1,500
745
$385K 0.01%
50,730
-176,197
746
$382K 0.01%
+19,810
747
$381K 0.01%
+18,100
748
$380K 0.01%
11,250
749
$376K 0.01%
6,950
-8,260
750
$365K 0.01%
83,705
-4,300
28 29
30
31 32