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
151
$11.9M 0.2%
+178,545
152
$11.8M 0.2%
331,395
+39,450
153
$11.7M 0.19%
104,110
-9,620
154
$11.6M 0.19%
260,160
+187,360
155
$11.5M 0.19%
319,619
+27,324
156
$11.3M 0.19%
207,031
-17,600
157
$11.2M 0.19%
654,444
-122,154
158
$11.1M 0.19%
87,989
-12,620
159
$11M 0.18%
83,840
-30,902
160
$10.8M 0.18%
110,856
-9,469
161
$10.8M 0.18%
500,660
+140,500
162
$10.7M 0.18%
+211,000
163
$10.4M 0.17%
204,969
+142,938
164
$10.3M 0.17%
76,458
-347
165
$10.3M 0.17%
316,683
+299,053
166
$10.2M 0.17%
429,257
-1,033
167
$10.2M 0.17%
150,882
+6,320
168
$9.96M 0.17%
127,491
169
$9.49M 0.16%
945,200
-131,460
170
$9.43M 0.16%
+265,850
171
$9.33M 0.16%
137,149
+125,839
172
$9.07M 0.15%
259,440
+83,670
173
$9.04M 0.15%
1,211,434
+41,600
174
$8.97M 0.15%
79,142
+7,215
175
$8.81M 0.15%
112,407
+108,747
5 6
7
8 9