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
201
$6.53M 0.14%
65,152
-103,359
202
$6.52M 0.14%
+79,787
203
$6.46M 0.13%
514,740
+125,330
204
$6.46M 0.13%
39,000
-1,343
205
$6.28M 0.13%
1,131,087
+754,997
206
$6.15M 0.13%
329,709
+5,400
207
$6.09M 0.13%
+137,381
208
$6.09M 0.13%
95,008
+65,518
209
$6.07M 0.13%
443,350
+100,000
210
$5.99M 0.12%
1,487,520
-28,320
211
$5.97M 0.12%
89,640
+83,400
212
$5.96M 0.12%
117,389
-87,350
213
$5.92M 0.12%
111,910
+71,280
214
$5.89M 0.12%
+90,808
215
$5.84M 0.12%
195,061
+24,830
216
$5.79M 0.12%
480,570
-113,141
217
$5.7M 0.12%
226,990
+55,850
218
$5.69M 0.12%
78,385
-1,670
219
$5.67M 0.12%
+166,141
220
$5.66M 0.12%
131,809
+51,200
221
$5.64M 0.12%
284,269
-104,873
222
$5.59M 0.12%
47,286
223
$5.55M 0.11%
102,931
+18,700
224
$5.52M 0.11%
+271,840
225
$5.51M 0.11%
345,783
+242,083
7 8
9
10 11