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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.2M 0.32%
250,793
-13,720
102
$19.2M 0.32%
358,353
-62,121
103
$19M 0.32%
202,260
-196,520
104
$18.8M 0.31%
538,150
-26,960
105
$18.7M 0.31%
1,388,510
+21,800
106
$18.6M 0.31%
+156,604
107
$18.5M 0.31%
16,265
+2,993
108
$18.4M 0.31%
267,165
-11,070
109
$18.4M 0.31%
238,523
-43,097
110
$18.2M 0.3%
236,207
-4,130
111
$17.9M 0.3%
342,060
-1,680
112
$17.9M 0.3%
255,549
+1,740
113
$17.8M 0.3%
159,246
-57,127
114
$17.8M 0.3%
265,992
-39,910
115
$17.7M 0.3%
274,000
+185,250
116
$17.6M 0.29%
352,230
+8,050
117
$17.5M 0.29%
105,369
+103,437
118
$17.4M 0.29%
597,206
+501,646
119
$17.2M 0.29%
1,927,923
120
$16.8M 0.28%
658,380
-124,200
121
$16.3M 0.27%
894,699
+361,377
122
$16.3M 0.27%
123,515
+99,505
123
$16.1M 0.27%
1,363,928
-4,200
124
$15.9M 0.27%
433,409
+34,643
125
$15.9M 0.27%
144,550
-9,801
3 4
5
6 7