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
976
$229K ﹤0.01%
20,806
-3,385
977
$229K ﹤0.01%
+57,596
978
$229K ﹤0.01%
3,900
-58,150
979
$229K ﹤0.01%
+5,389
980
$228K ﹤0.01%
32,164
+2,400
981
$222K ﹤0.01%
+5,730
982
$222K ﹤0.01%
3,079
-42,468
983
$221K ﹤0.01%
14,516
-1,810
984
$221K ﹤0.01%
869
-621
985
$220K ﹤0.01%
5,470
986
$220K ﹤0.01%
+6,240
987
$220K ﹤0.01%
+11,399
988
$218K ﹤0.01%
19,289
-3,500
989
$217K ﹤0.01%
3,790
+470
990
$217K ﹤0.01%
4,030
-1,650
991
$217K ﹤0.01%
+67,493
992
$216K ﹤0.01%
+12,800
993
$215K ﹤0.01%
151
994
$215K ﹤0.01%
121,360
+111,260
995
$215K ﹤0.01%
112,000
+15,700
996
$213K ﹤0.01%
125,097
+39,922
997
$213K ﹤0.01%
69,079
-6,100
998
$211K ﹤0.01%
+4,510
999
$211K ﹤0.01%
6,425
-4,262
1000
$210K ﹤0.01%
22,130
-51,957
38 39
40
41 42