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
926
$65K ﹤0.01%
16,300
-33,704
927
$62K ﹤0.01%
34,266
-3,414
928
$60K ﹤0.01%
17,822
-82,909
929
$60K ﹤0.01%
+26,294
930
$56K ﹤0.01%
+11,678
931
$55K ﹤0.01%
+15,800
932
$46K ﹤0.01%
2,511
-250
933
$41K ﹤0.01%
29,041
-112,731
934
$40K ﹤0.01%
3,350
-11,297
935
$33K ﹤0.01%
21,594
936
$23K ﹤0.01%
+187
937
$23K ﹤0.01%
+14,018
938
$21K ﹤0.01%
+1,254
939
– –
-9,510
940
– –
-17,780
941
– –
-14,310
942
– –
-60,328
943
– –
-10,859
944
– –
-76,760
945
– –
-15,720
946
– –
-32,200
947
– –
-32,464
948
– –
-63,303
949
– –
-2,840
950
– –
-75,600
36 37
38
39 40