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
1076
$121K ﹤0.01%
+9,023
1077
$120K ﹤0.01%
+30,526
1078
$119K ﹤0.01%
+29,500
1079
$119K ﹤0.01%
20,047
+13,884
1080
$117K ﹤0.01%
23,876
-62,456
1081
$117K ﹤0.01%
23,814
-7,936
1082
$117K ﹤0.01%
23,032
-34,868
1083
$113K ﹤0.01%
105,172
+88,672
1084
$111K ﹤0.01%
+12,100
1085
$109K ﹤0.01%
+20,000
1086
$106K ﹤0.01%
53,394
1087
$104K ﹤0.01%
19,933
1088
$103K ﹤0.01%
+11,200
1089
$102K ﹤0.01%
+1,870
1090
$100K ﹤0.01%
19,053
+4,000
1091
$100K ﹤0.01%
19,325
-6,538
1092
$97K ﹤0.01%
65,002
1093
$96K ﹤0.01%
15,600
-341,755
1094
$95K ﹤0.01%
24,454
-3,087
1095
$94K ﹤0.01%
+8,077
1096
$91K ﹤0.01%
15,340
1097
$88K ﹤0.01%
34,405
-15,509
1098
$88K ﹤0.01%
15,900
-36,700
1099
$87K ﹤0.01%
10,000
1100
$87K ﹤0.01%
11,300
+300
42 43
44
45 46