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
176
$8.1M 0.17%
1,004,900
-1,226,450
177
$8.05M 0.17%
120,939
+49,730
178
$8.04M 0.17%
164,370
+99,930
179
$8.02M 0.17%
458,230
+63,430
180
$7.99M 0.17%
124,150
+20,860
181
$7.98M 0.17%
95,315
-10,220
182
$7.96M 0.16%
197,817
-95,545
183
$7.92M 0.16%
241,600
-356,410
184
$7.66M 0.16%
117,289
-44,610
185
$7.6M 0.16%
487,380
-108,829
186
$7.52M 0.16%
2,915,178
+2,847,578
187
$7.5M 0.16%
+664,431
188
$7.38M 0.15%
+167,600
189
$7.36M 0.15%
140,475
-70,960
190
$7.33M 0.15%
429,297
+206,400
191
$7.26M 0.15%
88,010
-32,470
192
$7.14M 0.15%
564,379
+2,200
193
$7.13M 0.15%
150,326
+77,880
194
$6.98M 0.14%
527,227
+91,200
195
$6.89M 0.14%
281,215
+92,300
196
$6.87M 0.14%
97,750
-7,160
197
$6.73M 0.14%
+66,330
198
$6.69M 0.14%
7,943
+4,656
199
$6.63M 0.14%
43,757
+10,298
200
$6.55M 0.14%
99,593
+23,117
6 7
8
9 10