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
876
$187K ﹤0.01%
3,510
+470
877
$184K ﹤0.01%
+11,670
878
$184K ﹤0.01%
1,587
-100
879
$183K ﹤0.01%
24,929
+4,100
880
$180K ﹤0.01%
+53,000
881
$176K ﹤0.01%
25,366
+22,566
882
$175K ﹤0.01%
60,634
+46,734
883
$174K ﹤0.01%
23,885
+16,164
884
$174K ﹤0.01%
+40,402
885
$174K ﹤0.01%
38,301
-600
886
$168K ﹤0.01%
+1,753
887
$168K ﹤0.01%
15,591
888
$164K ﹤0.01%
52,189
-30,225
889
$163K ﹤0.01%
+17,800
890
$162K ﹤0.01%
53,743
+5,300
891
$161K ﹤0.01%
10,380
-8,100
892
$161K ﹤0.01%
20,356
-7,834
893
$159K ﹤0.01%
35,300
-29,558
894
$155K ﹤0.01%
23,450
-1,400
895
$154K ﹤0.01%
+2,327
896
$153K ﹤0.01%
137,548
+67,308
897
$152K ﹤0.01%
10,900
898
$151K ﹤0.01%
+23,956
899
$146K ﹤0.01%
13,300
-1,600
900
$145K ﹤0.01%
13,925
+7,095
34 35
36
37 38