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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$147K ﹤0.01%
+93,667
777
$147K ﹤0.01%
+11,347
778
$146K ﹤0.01%
+2,890
779
$144K ﹤0.01%
12,220
-2,480
780
$144K ﹤0.01%
+12,504
781
$144K ﹤0.01%
17,821
-11,672
782
$141K ﹤0.01%
21,177
-26,619
783
$139K ﹤0.01%
6,812
-19,659
784
$131K ﹤0.01%
13,900
-27,180
785
$131K ﹤0.01%
5,850
+1,734
786
$122K ﹤0.01%
+10,568
787
$120K ﹤0.01%
36,399
+13,700
788
$117K ﹤0.01%
+11,800
789
$117K ﹤0.01%
16,864
790
$109K ﹤0.01%
2,600
-12,874
791
$108K ﹤0.01%
14,400
792
$75K ﹤0.01%
26,680
-115,212
793
$73K ﹤0.01%
21
-59
794
$71K ﹤0.01%
30,455
-67,108
795
$67K ﹤0.01%
27,442
-27,274
796
$64K ﹤0.01%
2,850
+2,000
797
$63K ﹤0.01%
41,373
798
$63K ﹤0.01%
11,900
-61,700
799
$62K ﹤0.01%
+18,200
800
$59K ﹤0.01%
4,360
-21,407
30 31
32
33 34