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
901
$281K 0.01%
53,758
+10,500
902
$280K 0.01%
+3,950
903
$280K 0.01%
6,820
904
$278K 0.01%
28,923
905
$276K 0.01%
58,617
-8,800
906
$276K 0.01%
+187,907
907
$275K 0.01%
10,400
908
$275K 0.01%
6,700
-3,050
909
$273K 0.01%
36,438
910
$273K 0.01%
+12,020
911
$271K 0.01%
+13,700
912
$267K 0.01%
7,520
913
$267K 0.01%
116,748
+4,900
914
$266K 0.01%
22,343
-9,665
915
$266K 0.01%
85,000
-124,053
916
$265K 0.01%
+19,990
917
$264K 0.01%
3,965
-309
918
$263K 0.01%
18,800
-54,868
919
$263K 0.01%
18,348
-1,000
920
$263K 0.01%
+17,981
921
$261K 0.01%
9,611
-1,630
922
$261K 0.01%
3,800
-60,670
923
$260K 0.01%
+3,970
924
$260K 0.01%
284,623
+69,817
925
$259K 0.01%
8,940
-2,480
35 36
37
38 39