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
851
$346K 0.01%
+2,190
852
$343K 0.01%
15,524
-1,743
853
$338K 0.01%
23,500
854
$338K 0.01%
+18,000
855
$337K 0.01%
51,651
-30,368
856
$335K 0.01%
6,300
-2,600
857
$333K 0.01%
+17,500
858
$332K 0.01%
+91,936
859
$330K 0.01%
63,700
-656,338
860
$329K 0.01%
+9,380
861
$328K 0.01%
25,900
-169,900
862
$324K 0.01%
+11,400
863
$323K 0.01%
16,400
-16,200
864
$321K 0.01%
27,455
+12,455
865
$315K 0.01%
+4,200
866
$314K 0.01%
63,100
-19,250
867
$314K 0.01%
8,500
868
$314K 0.01%
43,300
+1,600
869
$312K 0.01%
+8,200
870
$312K 0.01%
+12,610
871
$312K 0.01%
50,123
-3,906
872
$311K 0.01%
50,630
-93,900
873
$308K 0.01%
58
-30
874
$308K 0.01%
120,886
-23,314
875
$308K 0.01%
56,748
-19,600
33 34
35
36 37