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
126
$11M 0.23%
237,581
+82,900
127
$11M 0.23%
1,195,023
+213,300
128
$10.9M 0.23%
181,147
+90,676
129
$10.9M 0.23%
281,120
+4,620
130
$10.9M 0.22%
51,800
131
$10.8M 0.22%
145,774
-214,198
132
$10.8M 0.22%
82,068
-39,260
133
$10.8M 0.22%
153,950
+12,760
134
$10.7M 0.22%
+214,526
135
$10.7M 0.22%
110,797
-40,933
136
$10.7M 0.22%
167,835
+47,375
137
$10.7M 0.22%
471,455
+38,380
138
$10.7M 0.22%
20,825
+726
139
$10.6M 0.22%
144,567
-73,791
140
$10.6M 0.22%
30,328
+29,753
141
$10.6M 0.22%
564,300
+174,460
142
$10.5M 0.22%
+213,794
143
$10.4M 0.22%
+451,951
144
$10.4M 0.22%
91,419
-1,125
145
$10.4M 0.21%
154,514
+80,000
146
$10.4M 0.21%
349,270
+272,980
147
$10.3M 0.21%
162,040
+127,360
148
$10.2M 0.21%
+111,630
149
$10.1M 0.21%
55,512
+13,722
150
$10.1M 0.21%
386,855
-5,380
4 5
6
7 8