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
101
$13.8M 0.28%
646,891
+176,420
102
$13.6M 0.28%
306,940
-54,220
103
$13.5M 0.28%
401,620
-26,970
104
$13.3M 0.28%
513,468
-4,851
105
$13.3M 0.28%
90,700
+73,690
106
$13.1M 0.27%
+142,820
107
$13.1M 0.27%
979,176
108
$12.9M 0.27%
395,912
-755,688
109
$12.8M 0.26%
1,927,033
+42,689
110
$12.7M 0.26%
5,094,350
+7,400
111
$12.7M 0.26%
700,080
-32,835
112
$12.5M 0.26%
15,793
-26,121
113
$12.5M 0.26%
668,391
+325,870
114
$12.5M 0.26%
1,416,418
+512,300
115
$12.1M 0.25%
279,944
+274,464
116
$12.1M 0.25%
162,481
-5,700
117
$12M 0.25%
141,035
-3,000
118
$12M 0.25%
139,071
+109,570
119
$11.9M 0.25%
115,354
-9,343
120
$11.9M 0.25%
305,877
+20,125
121
$11.5M 0.24%
20,982
+4,358
122
$11.4M 0.24%
+251,296
123
$11.4M 0.24%
93,637
+10,620
124
$11.1M 0.23%
+128,680
125
$11.1M 0.23%
61,406
+23,070
3 4
5
6 7