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
951
$245K 0.01%
32,708
+500
952
$245K 0.01%
3,100
-97,200
953
$244K 0.01%
+4,180
954
$244K 0.01%
+2,420
955
$244K 0.01%
+1,430
956
$243K 0.01%
41,100
-2,800
957
$243K 0.01%
54,724
+4,400
958
$242K 0.01%
51,800
+1,100
959
$242K 0.01%
131,360
-11,200
960
$241K 0.01%
+4,330
961
$238K ﹤0.01%
10,130
-500
962
$238K ﹤0.01%
2,504
+626
963
$237K ﹤0.01%
15,430
-1,003
964
$237K ﹤0.01%
10,600
-500
965
$237K ﹤0.01%
62,572
-22,900
966
$235K ﹤0.01%
16,867
+4,700
967
$235K ﹤0.01%
23,333
-565,136
968
$234K ﹤0.01%
10,939
-8,066
969
$234K ﹤0.01%
14,525
-11,000
970
$234K ﹤0.01%
28,900
-3,400
971
$233K ﹤0.01%
2,910
-161,010
972
$233K ﹤0.01%
+118,898
973
$232K ﹤0.01%
12,960
-900
974
$230K ﹤0.01%
+54,500
975
$229K ﹤0.01%
14,725
-3,832
37 38
39
40 41