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
151
$10M 0.21%
610,125
+213,790
152
$9.93M 0.21%
160,488
+22,040
153
$9.9M 0.21%
+243,360
154
$9.8M 0.2%
724,573
+509,928
155
$9.8M 0.2%
555,934
-468,520
156
$9.71M 0.2%
159,830
-160
157
$9.69M 0.2%
239,182
+55,480
158
$9.3M 0.19%
679,319
-203,700
159
$9.09M 0.19%
820,917
+798,617
160
$9.07M 0.19%
235,024
+89,944
161
$8.99M 0.19%
90,793
-1,300
162
$8.91M 0.18%
+123,972
163
$8.85M 0.18%
259,015
-44,500
164
$8.81M 0.18%
193,494
+5,508
165
$8.6M 0.18%
124,646
-126,580
166
$8.5M 0.18%
198,126
+34,340
167
$8.49M 0.18%
361,591
-5,440
168
$8.4M 0.17%
176,990
+32,038
169
$8.4M 0.17%
97,890
+83,830
170
$8.38M 0.17%
70,380
-17,970
171
$8.37M 0.17%
167,810
+149,360
172
$8.31M 0.17%
731,930
-304,741
173
$8.19M 0.17%
+385,804
174
$8.18M 0.17%
373,714
+323,274
175
$8.16M 0.17%
6,944,000
+5,490,400
5 6
7
8 9