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
126
$13.4M 0.26%
283,460
-62,650
127
$13.3M 0.26%
122,171
+72,801
128
$13.2M 0.26%
445,192
+31,157
129
$13.2M 0.26%
199,250
-16,340
130
$13.2M 0.26%
217,819
+32,585
131
$13.2M 0.26%
216,057
+152,171
132
$13.1M 0.25%
188,532
+34,416
133
$13M 0.25%
136,159
+37,849
134
$12.7M 0.25%
129,621
+1,586
135
$12.7M 0.25%
216,804
-9,252
136
$12.3M 0.24%
+98,036
137
$12.3M 0.24%
343,149
+25,559
138
$12.3M 0.24%
273,440
-71,040
139
$12.3M 0.24%
282,334
-86,520
140
$12.2M 0.24%
201,034
+10,844
141
$12.2M 0.24%
252,240
+19,259
142
$12.1M 0.24%
718,999
+87,489
143
$12.1M 0.23%
148,120
+27,273
144
$12.1M 0.23%
525,792
-22,974
145
$12.1M 0.23%
155,573
+74,621
146
$12M 0.23%
353,623
+20,242
147
$11.9M 0.23%
138,028
-1,622
148
$11.7M 0.23%
62,756
-9,350
149
$11.5M 0.22%
232,783
+27,573
150
$11.4M 0.22%
236,438
-400,852
4 5
6
7 8