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
876
$307K 0.01%
7,420
-10,167
877
$306K 0.01%
+61,596
878
$305K 0.01%
67,112
+17,185
879
$304K 0.01%
178,647
-25,800
880
$302K 0.01%
79,900
-169,650
881
$301K 0.01%
+21,641
882
$301K 0.01%
26,836
+14,996
883
$300K 0.01%
+81,526
884
$296K 0.01%
135,642
-37,032
885
$295K 0.01%
4,956
-642
886
$293K 0.01%
79,732
-9,050
887
$292K 0.01%
+10,470
888
$291K 0.01%
43,193
-4,900
889
$290K 0.01%
7,520
-300
890
$290K 0.01%
+36,210
891
$289K 0.01%
103,683
-13,016
892
$287K 0.01%
4,920
-1,210
893
$286K 0.01%
+9,240
894
$286K 0.01%
+11,700
895
$283K 0.01%
2,050
+540
896
$283K 0.01%
94,419
+30,473
897
$282K 0.01%
37,435
-7,180
898
$282K 0.01%
18,254
+3,100
899
$282K 0.01%
8,765
-5,054
900
$282K 0.01%
4,450
-2,460
34 35
36
37 38