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
1101
– –
0
1102
$87K ﹤0.01%
+24,420
1103
$87K ﹤0.01%
+13,800
1104
$85K ﹤0.01%
9,348
-30,604
1105
$85K ﹤0.01%
3,260
1106
$79K ﹤0.01%
3,990
1107
$76K ﹤0.01%
51,107
-18,000
1108
$76K ﹤0.01%
10,700
1109
$73K ﹤0.01%
10,200
-143,086
1110
$70K ﹤0.01%
+4,402
1111
$70K ﹤0.01%
27,100
-125,100
1112
$69K ﹤0.01%
18
-2
1113
$67K ﹤0.01%
+16,629
1114
$66K ﹤0.01%
62,165
-35,389
1115
$65K ﹤0.01%
9,660
-6,494
1116
$65K ﹤0.01%
+14,800
1117
$64K ﹤0.01%
+590
1118
$63K ﹤0.01%
14,050
1119
$63K ﹤0.01%
364
-136
1120
$61K ﹤0.01%
828
-1,092
1121
$57K ﹤0.01%
2,642
-24,149
1122
$57K ﹤0.01%
2,610
-140
1123
$57K ﹤0.01%
5,385
+3,130
1124
$57K ﹤0.01%
+43,904
1125
$48K ﹤0.01%
17,181
+3,500
43 44
45
46 47