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 18.34%
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
1151
– –
-412,650
1152
– –
-1,478
1153
– –
-2,119
1154
– –
-99,240
1155
– –
-8,270
1156
– –
-35,117
1157
– –
-172
1158
– –
-89,880
1159
– –
-14,500
1160
– –
-119,410
1161
– –
-35,800
1162
– –
-51,960
1163
– –
-118,841
1164
– –
-38,900
1165
– –
-86,190
1166
– –
-18,200
1167
– –
-11,460
1168
– –
-116,300
1169
– –
-1,160
1170
– –
-10,100
1171
– –
-306,858
1172
– –
-155,145
1173
– –
-49,332
1174
– –
-3,270
1175
– –
-66,050
45 46
47
48 49