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
776
$325K 0.01%
13,535
+200
777
$325K 0.01%
7,730
-700
778
$323K 0.01%
17,090
-39,724
779
$316K 0.01%
12,100
-1,000
780
$315K 0.01%
+8,368
781
$315K 0.01%
2,390
+170
782
$315K 0.01%
53,426
-58,277
783
$315K 0.01%
34,405
784
$315K 0.01%
30,300
-12,387
785
$315K 0.01%
+26,670
786
$314K 0.01%
9,945
+1,115
787
$309K 0.01%
+12,810
788
$308K 0.01%
204,268
-12,556
789
$307K 0.01%
8,844
-46,479
790
$306K 0.01%
21,123
-3,950
791
$305K 0.01%
6,845
-13,615
792
$298K 0.01%
7,940
-4,040
793
$298K 0.01%
36,978
+2,899
794
$295K 0.01%
+5,970
795
$294K 0.01%
+7,990
796
$292K 0.01%
928
797
$288K 0.01%
10,300
798
$284K 0.01%
+24,141
799
$280K 0.01%
8,340
-6,810
800
$279K 0.01%
203,408
+27,290
30 31
32
33 34