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
1126
$44K ﹤0.01%
+3
1127
$42K ﹤0.01%
+17,800
1128
$41K ﹤0.01%
389
+235
1129
$41K ﹤0.01%
+13
1130
$34K ﹤0.01%
45
-1
1131
$32K ﹤0.01%
+2,046
1132
$29K ﹤0.01%
19,409
-218,432
1133
$28K ﹤0.01%
2,460
1134
$28K ﹤0.01%
13,798
-511,996
1135
$26K ﹤0.01%
2
1136
$16K ﹤0.01%
6,845
-4,705
1137
$16K ﹤0.01%
11,850
1138
$15K ﹤0.01%
+1
1139
$12K ﹤0.01%
10,100
-60,200
1140
$7K ﹤0.01%
1,000
-22,860
1141
$5K ﹤0.01%
+1,995
1142
– –
-2,119
1143
– –
-99,240
1144
– –
-8,270
1145
– –
-35,117
1146
– –
-172
1147
– –
-89,880
1148
– –
-10,610
1149
– –
-135,168
1150
– –
-70,260
44 45
46
47 48