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
826
$240K ﹤0.01%
17,914
+3,941
827
$240K ﹤0.01%
+3,394
828
$240K ﹤0.01%
+10,461
829
$239K ﹤0.01%
6,300
-300
830
$239K ﹤0.01%
+12,800
831
$237K ﹤0.01%
16,600
-83,541
832
$234K ﹤0.01%
+26,400
833
$233K ﹤0.01%
+15,580
834
$231K ﹤0.01%
+51,600
835
$229K ﹤0.01%
4,280
-23,100
836
$225K ﹤0.01%
50,890
+16,378
837
$225K ﹤0.01%
+32,149
838
$225K ﹤0.01%
70,520
+26,800
839
$223K ﹤0.01%
+12,250
840
$223K ﹤0.01%
4,862
-4,618
841
$222K ﹤0.01%
+14,500
842
$221K ﹤0.01%
+39,414
843
$218K ﹤0.01%
2,780
844
$216K ﹤0.01%
+9,505
845
$216K ﹤0.01%
+12,340
846
$215K ﹤0.01%
35,996
-6,400
847
$214K ﹤0.01%
14,170
+10,080
848
$214K ﹤0.01%
44,553
+1,900
849
$213K ﹤0.01%
5,040
+508
850
$211K ﹤0.01%
19,900
-5,500
32 33
34
35 36