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
76
$16.5M 0.34%
892,375
+852,845
77
$16.3M 0.34%
151,900
-36,230
78
$16.2M 0.34%
114,684
+47,650
79
$15.7M 0.32%
+441,592
80
$15.6M 0.32%
378,630
-3,770
81
$15.5M 0.32%
16,315
+4,790
82
$15.5M 0.32%
158,710
+121,890
83
$15.3M 0.32%
430,734
-53,830
84
$15.1M 0.31%
366,890
-5,160
85
$15M 0.31%
124,590
-42,430
86
$14.9M 0.31%
156,680
-25,516
87
$14.7M 0.3%
306,927
-1,830
88
$14.7M 0.3%
839,260
-32,120
89
$14.5M 0.3%
308,798
+243,438
90
$14.4M 0.3%
351,236
-5,670
91
$14.4M 0.3%
115,374
-6,830
92
$14.4M 0.3%
91,986
+8,570
93
$14.3M 0.3%
410,960
+246,780
94
$14.3M 0.3%
+36,864
95
$14M 0.29%
143,079
-41,274
96
$13.9M 0.29%
211,434
+60,977
97
$13.9M 0.29%
1,341,909
-672,357
98
$13.9M 0.29%
380,470
-155,390
99
$13.8M 0.29%
567,060
-60,270
100
$13.8M 0.29%
191,792
+184,592
2 3
4
5 6