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
76
$19.8M 0.38%
330,498
-103,724
77
$19.6M 0.38%
266,565
+18,035
78
$19.6M 0.38%
204,916
+21,073
79
$19.1M 0.37%
216,128
+10,205
80
$18.6M 0.36%
284,515
+13,532
81
$18.6M 0.36%
331,350
+78,720
82
$18.1M 0.35%
40,535
+33,093
83
$18.1M 0.35%
274,265
+199,535
84
$18M 0.35%
154,919
+14,535
85
$17.9M 0.35%
114,882
+28,599
86
$17.2M 0.33%
40,309
+4,407
87
$17.1M 0.33%
649,577
+57,556
88
$17M 0.33%
665,910
+14,260
89
$17M 0.33%
318,591
+36,526
90
$16.9M 0.33%
305,630
-365,570
91
$16.8M 0.33%
429,898
+130,895
92
$16.8M 0.33%
588,810
-29,389
93
$16.7M 0.32%
343,883
+122,493
94
$16.6M 0.32%
264,133
+27,076
95
$16.5M 0.32%
441,274
+81,613
96
$16.3M 0.32%
87,666
+7,700
97
$16.3M 0.32%
1,110,116
-197,243
98
$16.2M 0.32%
142,614
+31,987
99
$16.2M 0.31%
620,331
+117,771
100
$16.1M 0.31%
381,600
+19,588
2 3
4
5 6