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
176
$9.38M 0.18%
160,955
-10,045
177
$9.35M 0.18%
247,773
-22,975
178
$9.22M 0.18%
395,118
+6,577
179
$9.15M 0.18%
67,736
+12,596
180
$9.13M 0.18%
307,606
-77,513
181
$8.88M 0.17%
358,188
+28,742
182
$8.84M 0.17%
103,319
-192,981
183
$8.8M 0.17%
174,800
+19,690
184
$8.76M 0.17%
583,072
+570,172
185
$8.74M 0.17%
327,396
+27,750
186
$8.59M 0.17%
80,989
-21,140
187
$8.39M 0.16%
106,497
-22,172
188
$8.32M 0.16%
212,825
+24,124
189
$8.31M 0.16%
279,359
-119,474
190
$8.23M 0.16%
199,548
+72,138
191
$8.22M 0.16%
143,354
+78,577
192
$8.21M 0.16%
186,272
-29,470
193
$8.14M 0.16%
142,413
+68,783
194
$8.07M 0.16%
193,346
+5,854
195
$7.63M 0.15%
223,503
+87,053
196
$7.58M 0.15%
102,859
-15,410
197
$7.57M 0.15%
78,140
-980
198
$7.54M 0.15%
76,585
+39,805
199
$7.46M 0.15%
627,696
+29,160
200
$7.43M 0.14%
341,420
-7,000
6 7
8
9 10