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
776
$468K 0.01%
8,600
-580
777
$464K 0.01%
8,200
-1,424
778
$461K 0.01%
25,916
-100
779
$461K 0.01%
16,170
-6,020
780
$458K 0.01%
29,490
-6,000
781
$456K 0.01%
34,053
-39,443
782
$453K 0.01%
+12,213
783
$447K 0.01%
3,853
-230
784
$446K 0.01%
19,000
+1,400
785
$446K 0.01%
25,464
-7,930
786
$442K 0.01%
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787
$441K 0.01%
77,499
-2,600
788
$436K 0.01%
+15,980
789
$435K 0.01%
13,480
-1,529
790
$433K 0.01%
18,180
791
$432K 0.01%
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792
$432K 0.01%
70,803
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793
$431K 0.01%
15,256
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794
$431K 0.01%
28,800
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795
$430K 0.01%
72,287
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796
$429K 0.01%
16,049
797
$427K 0.01%
31,259
-400
798
$421K 0.01%
54,294
-34,124
799
$418K 0.01%
22,032
800
$417K 0.01%
31,080
-110,760
30 31
32
33 34