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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-20,110
852
– –
-11,330
853
– –
-13,720
854
– –
-104,206
855
– –
-214,658
856
– –
-2,279
857
– –
-16,200
858
– –
-22,917
859
– –
-617
860
– –
-7,745
861
– –
-7,759
862
– –
-164,664
863
– –
-10,839
864
– –
-2,330
865
– –
-128,288
866
– –
-93,841
867
– –
-59,900
868
– –
-50,900
869
– –
-88,400
870
– –
-1,130
871
– –
-11,647
872
– –
-35,617
873
– –
-17,080
874
– –
-69,721
875
– –
-39,600
33 34
35
36 37