Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
1
$101M 1.96%
2,101,020
+123,640
2
$98.3M 1.91%
2,551,556
-69,128
3
$70.4M 1.37%
1,463,640
+89,960
4
$59.4M 1.15%
724,235
+50,951
5
$52.6M 1.02%
706,198
+90,004
6
$47.2M 0.92%
185,492
+888
7
$43.2M 0.84%
387,693
+176,643
8
$40.6M 0.79%
1,066,588
+358,658
9
$38.9M 0.76%
275,188
-35,962
10
$38.5M 0.75%
878,675
+41,135
11
$36.7M 0.71%
282,530
-1,700
12
$35.9M 0.7%
900,900
+87,123
13
$33.5M 0.65%
176,356
+10,420
14
$33.1M 0.64%
106,765
+58,621
15
$32.9M 0.64%
265,592
+12,009
16
$32.7M 0.64%
1,829,253
+56,195
17
$32.2M 0.63%
187,611
+14,559
18
$32M 0.62%
791,439
+14,059
19
$31.8M 0.62%
160,210
+11,360
20
$31.5M 0.61%
513,577
+64,157
21
$31.5M 0.61%
342,910
+35,890
22
$31.4M 0.61%
389,614
+57,223
23
$30.8M 0.6%
309,548
+36,333
24
$30.6M 0.59%
10,703
+162
25
$30.5M 0.59%
274,712
+246,162
1
2 3 4 5