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
151
$11.4M 0.22%
124,257
-44,788
152
$11M 0.21%
89,834
-22,017
153
$10.7M 0.21%
129,461
+87,141
154
$10.6M 0.21%
241,950
-28,520
155
$10.6M 0.21%
80,121
+17,081
156
$10.5M 0.2%
70,874
+45,784
157
$10.4M 0.2%
489,798
+324,725
158
$10.3M 0.2%
62,994
+22,105
159
$10.2M 0.2%
463,088
+313,268
160
$10.1M 0.2%
275,268
-263,152
161
$10.1M 0.2%
68,318
+25,705
162
$10M 0.2%
158,814
+10,260
163
$9.99M 0.19%
273,235
+217,545
164
$9.99M 0.19%
81,506
-13,034
165
$9.96M 0.19%
122,998
-189,656
166
$9.81M 0.19%
+136,809
167
$9.74M 0.19%
212,410
-27,980
168
$9.74M 0.19%
144,807
+18,330
169
$9.73M 0.19%
200,808
+54,109
170
$9.7M 0.19%
312,240
-280,479
171
$9.49M 0.18%
66,841
+37,721
172
$9.46M 0.18%
51,270
+10,260
173
$9.45M 0.18%
118,326
-9,732
174
$9.44M 0.18%
15,865
-11,575
175
$9.42M 0.18%
+233,833
5 6
7
8 9