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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-13,079
952
– –
-46,835
953
– –
-54,717
954
– –
-95,240
955
– –
-1,424,360
956
– –
-74,280
957
– –
-71,094
958
– –
-16,673
959
– –
-24,030
960
– –
-105,779
961
– –
-8,020
962
– –
-152,230
963
– –
-38,273
964
– –
-62,800
965
– –
-1,357,110
966
– –
-277,546
967
– –
-16,150
968
– –
-38,400
969
– –
-15,800
970
– –
-9,600
971
– –
-531,070
972
– –
-8,822
973
– –
-6,280
974
– –
-16,784
975
– –
-201,467
37 38
39
40 41