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
751
$364K 0.01%
+6,130
752
$364K 0.01%
+7,460
753
$364K 0.01%
+15,360
754
$363K 0.01%
5,940
-8,130
755
$363K 0.01%
2,540
756
$361K 0.01%
23,100
-2,600
757
$360K 0.01%
21,000
-43,910
758
$360K 0.01%
125,087
+22,970
759
$359K 0.01%
+16,080
760
$356K 0.01%
3,912
-3,050
761
$356K 0.01%
+4,200
762
$348K 0.01%
112,729
-6,200
763
$347K 0.01%
6,100
-630
764
$346K 0.01%
+13,080
765
$345K 0.01%
12,180
-37,888
766
$344K 0.01%
3,790
-270
767
$340K 0.01%
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768
$340K 0.01%
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769
$338K 0.01%
46,050
+18,426
770
$335K 0.01%
9,169
+970
771
$333K 0.01%
+4,548
772
$332K 0.01%
7,747
+1,967
773
$332K 0.01%
+14,080
774
$331K 0.01%
26,266
-7,708
775
$328K 0.01%
1,739
-66,100
29 30
31
32 33