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
851
$211K ﹤0.01%
13,812
-2,870
852
$209K ﹤0.01%
3,450
853
$208K ﹤0.01%
+5,017
854
$207K ﹤0.01%
10,400
-4,300
855
$206K ﹤0.01%
1,320
-1,180
856
$205K ﹤0.01%
20,507
-1,400
857
$204K ﹤0.01%
1,886
-300
858
$204K ﹤0.01%
+3,449
859
$204K ﹤0.01%
62,700
-48,100
860
$203K ﹤0.01%
61,226
861
$202K ﹤0.01%
+4,200
862
$201K ﹤0.01%
23,614
+600
863
$200K ﹤0.01%
18,427
-9,700
864
$199K ﹤0.01%
+14,300
865
$198K ﹤0.01%
1,328
-227
866
$198K ﹤0.01%
+17,286
867
$196K ﹤0.01%
56,400
-1,200
868
$196K ﹤0.01%
+16,950
869
$194K ﹤0.01%
61,721
+22,421
870
$194K ﹤0.01%
+91,539
871
$191K ﹤0.01%
1
872
$190K ﹤0.01%
232,058
+21,339
873
$190K ﹤0.01%
12,927
+5,981
874
$190K ﹤0.01%
22,859
+3,965
875
$189K ﹤0.01%
+41,800
33 34
35
36 37