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
$4.83B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$31.2M
3
+$22.8M
4
C icon
Citigroup
C
+$22.8M
5
PSA icon
Public Storage
PSA
+$20.4M

Top Sells

1
+$31.7M
2
+$25M
3
+$24.6M
4
AMZN icon
Amazon
AMZN
+$23.5M
5
LLY icon
Eli Lilly
LLY
+$23.2M

Sector Composition

1 Technology 18.23%
2 Financials 15.76%
3 Healthcare 13.7%
4 Industrials 10.21%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$507K 0.01%
13,850
+6,370
752
$507K 0.01%
+29,400
753
$507K 0.01%
315,030
-8,399
754
$506K 0.01%
61,800
-18,300
755
$506K 0.01%
33,850
+3,750
756
$506K 0.01%
13,320
-5,080
757
$505K 0.01%
+95,648
758
$505K 0.01%
+12,590
759
$499K 0.01%
6,215
+2,777
760
$493K 0.01%
+45,312
761
$489K 0.01%
10,750
+1,120
762
$488K 0.01%
56,130
-1,088,199
763
$487K 0.01%
8,110
-7,890
764
$486K 0.01%
3,509
-39,310
765
$486K 0.01%
+64,544
766
$485K 0.01%
7,455
-2,065
767
$483K 0.01%
19,205
+8,331
768
$480K 0.01%
16,550
-2,662
769
$479K 0.01%
+21,100
770
$476K 0.01%
37,300
+26,300
771
$473K 0.01%
51,069
+11,569
772
$471K 0.01%
67,933
+500
773
$470K 0.01%
6,999
+204
774
$470K 0.01%
57,329
-16,400
775
$469K 0.01%
+12,000
29 30
31
32 33