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
801
$417K 0.01%
9,080
-2,800
802
$416K 0.01%
8,520
-11,597
803
$416K 0.01%
18,101
-57,512
804
$415K 0.01%
46,000
805
$411K 0.01%
+2,920
806
$411K 0.01%
17,581
-1,053
807
$411K 0.01%
+26,800
808
$410K 0.01%
24,538
+6,594
809
$408K 0.01%
+13,840
810
$407K 0.01%
+1,514
811
$407K 0.01%
+7,494
812
$406K 0.01%
+7,570
813
$405K 0.01%
32,200
-18,100
814
$404K 0.01%
36,800
-92,890
815
$401K 0.01%
112,843
-8,200
816
$397K 0.01%
+116,890
817
$397K 0.01%
10,400
+80
818
$392K 0.01%
63,313
-34,460
819
$392K 0.01%
123,263
-438
820
$392K 0.01%
25,105
-5,726
821
$391K 0.01%
+38,200
822
$390K 0.01%
13,500
+3,470
823
$388K 0.01%
26,884
+6,801
824
$387K 0.01%
60,400
+12,207
825
$385K 0.01%
+7,830
31 32
33
34 35