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
801
$278K 0.01%
+9,160
802
$277K 0.01%
8,290
-23,602
803
$276K 0.01%
1,737
-12
804
$276K 0.01%
+22,460
805
$275K 0.01%
23,500
+12,300
806
$273K 0.01%
+7,280
807
$271K 0.01%
39,315
-2,200
808
$270K 0.01%
1,640
+760
809
$269K 0.01%
9,740
-2,560
810
$269K 0.01%
28,284
-12,704
811
$268K 0.01%
28,200
-200
812
$265K 0.01%
+5,200
813
$263K 0.01%
+5,860
814
$260K 0.01%
8,299
815
$258K 0.01%
2,900
-3,440
816
$258K 0.01%
+2,210
817
$258K 0.01%
4,716
-649
818
$255K 0.01%
+13,390
819
$254K ﹤0.01%
6,910
+600
820
$254K ﹤0.01%
49,514
-41,400
821
$246K ﹤0.01%
6,150
822
$244K ﹤0.01%
+4,242
823
$243K ﹤0.01%
+9,480
824
$243K ﹤0.01%
11,300
-29,700
825
$241K ﹤0.01%
+9,015
31 32
33
34 35