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
826
$384K 0.01%
+27,128
827
$384K 0.01%
46,250
828
$381K 0.01%
+4,670
829
$379K 0.01%
82,316
-64,700
830
$378K 0.01%
55,854
+5,994
831
$377K 0.01%
7,330
832
$371K 0.01%
22,820
+4,800
833
$368K 0.01%
6,390
834
$368K 0.01%
15,438
-10,500
835
$365K 0.01%
3,703
+17
836
$365K 0.01%
33,460
+1,970
837
$364K 0.01%
124,251
-48,751
838
$364K 0.01%
92,372
-24,899
839
$363K 0.01%
+6,080
840
$362K 0.01%
+8,900
841
$361K 0.01%
70,749
+16,394
842
$360K 0.01%
+56,900
843
$360K 0.01%
62,169
+1,000
844
$359K 0.01%
35,715
+7,173
845
$358K 0.01%
2,297
+758
846
$356K 0.01%
+13,650
847
$355K 0.01%
18,390
848
$353K 0.01%
53,300
849
$349K 0.01%
+18,300
850
$348K 0.01%
32,752
-15,148
32 33
34
35 36