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
$5.14B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.4M
3
+$20.7M
4
PEP icon
PepsiCo
PEP
+$19.7M
5
LMT icon
Lockheed Martin
LMT
+$18.2M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$19.4M
4
LLY icon
Eli Lilly
LLY
+$16.5M
5
GILD icon
Gilead Sciences
GILD
+$15.4M

Sector Composition

1 Technology 19.67%
2 Financials 18.08%
3 Industrials 12.79%
4 Healthcare 11.05%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16M 0.31%
99,319
+92,293
102
$15.7M 0.31%
141,689
+131,859
103
$15.7M 0.3%
270,414
+32,723
104
$15.7M 0.3%
435,220
+213,080
105
$15.5M 0.3%
526,740
+87,914
106
$15.4M 0.3%
1,079,043
+266,224
107
$15.1M 0.29%
125,031
+8,301
108
$15M 0.29%
290,443
+61,186
109
$14.9M 0.29%
2,073,765
+270,065
110
$14.8M 0.29%
367,008
+131,777
111
$14.7M 0.29%
191,409
+10,098
112
$14.6M 0.28%
226,590
-32,070
113
$14.5M 0.28%
123,774
-16,696
114
$14.5M 0.28%
193,004
+22,724
115
$14.4M 0.28%
227,130
-6,320
116
$14.4M 0.28%
256,825
+143,272
117
$14.2M 0.28%
113,919
+81,889
118
$14M 0.27%
101,261
-12,072
119
$14M 0.27%
121,071
+9,811
120
$13.9M 0.27%
172,458
-36,777
121
$13.7M 0.27%
2,229,150
+179,750
122
$13.7M 0.27%
177,366
+90,296
123
$13.6M 0.26%
69,272
+8,822
124
$13.4M 0.26%
158,980
+107,660
125
$13.4M 0.26%
356,582
-42,192
3 4
5
6 7