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
201
$7.38M 0.14%
556,800
+206,800
202
$7.36M 0.14%
166,362
+50,863
203
$7.35M 0.14%
362,408
+33,263
204
$7.32M 0.14%
332,842
+32,820
205
$7.3M 0.14%
86,315
-660
206
$7.29M 0.14%
296,928
+83,748
207
$7.24M 0.14%
2,552
-26
208
$7.15M 0.14%
+132,868
209
$6.97M 0.14%
409,096
-38,370
210
$6.95M 0.14%
151,338
+1,798
211
$6.93M 0.13%
+121,463
212
$6.91M 0.13%
235,454
+6,520
213
$6.88M 0.13%
40,286
-1,340
214
$6.83M 0.13%
+106,290
215
$6.82M 0.13%
101,699
+10,690
216
$6.78M 0.13%
177,560
+56,418
217
$6.75M 0.13%
63,824
+42,157
218
$6.72M 0.13%
200,018
+156,447
219
$6.65M 0.13%
164,403
+13,530
220
$6.63M 0.13%
238,150
-202,110
221
$6.44M 0.13%
74,659
-30,167
222
$6.31M 0.12%
263,078
-12,700
223
$6.29M 0.12%
143,401
-47,839
224
$6.27M 0.12%
135,170
+41,240
225
$6.23M 0.12%
128,580
+53,170
7 8
9
10 11