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
926
$259K 0.01%
14,013
927
$259K 0.01%
+28,200
928
$258K 0.01%
+17,276
929
$257K 0.01%
+65,000
930
$256K 0.01%
20,490
-7,000
931
$256K 0.01%
+101,100
932
$256K 0.01%
+18,600
933
$255K 0.01%
+61,974
934
$254K 0.01%
10,789
-606
935
$254K 0.01%
10,272
+1,734
936
$253K 0.01%
28,050
-4,000
937
$252K 0.01%
3,800
938
$252K 0.01%
5,528
939
$252K 0.01%
+23,501
940
$252K 0.01%
+13,300
941
$251K 0.01%
6,514
-1,106
942
$250K 0.01%
12,486
+2,036
943
$250K 0.01%
+8,830
944
$250K 0.01%
21,041
945
$247K 0.01%
+57,300
946
$246K 0.01%
3,020
947
$246K 0.01%
9,130
-2,280
948
$246K 0.01%
43,522
-23,750
949
$246K 0.01%
+4,151
950
$245K 0.01%
97,050
-5,167
36 37
38
39 40