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
1026
$179K ﹤0.01%
+12,278
1027
$179K ﹤0.01%
50,663
+17,800
1028
$178K ﹤0.01%
+10,414
1029
$177K ﹤0.01%
+36,892
1030
$176K ﹤0.01%
+31,805
1031
$176K ﹤0.01%
+29,300
1032
$175K ﹤0.01%
+24,990
1033
$173K ﹤0.01%
+20,600
1034
$172K ﹤0.01%
+14,070
1035
$171K ﹤0.01%
+39,024
1036
$171K ﹤0.01%
20,700
+1,500
1037
$170K ﹤0.01%
+10,400
1038
$167K ﹤0.01%
11,604
1039
$165K ﹤0.01%
19,100
+500
1040
$165K ﹤0.01%
+31,500
1041
$165K ﹤0.01%
86,949
-190,780
1042
$164K ﹤0.01%
12,700
1043
$163K ﹤0.01%
1,413
-114
1044
$163K ﹤0.01%
42,900
+11,100
1045
$162K ﹤0.01%
+186
1046
$161K ﹤0.01%
+12,800
1047
$161K ﹤0.01%
391
-12
1048
$161K ﹤0.01%
73,568
+61,068
1049
$159K ﹤0.01%
21,000
1050
$159K ﹤0.01%
10,000
-7,860
40 41
42
43 44