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
$8.15B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$58.8M
3
+$50.3M
4
GILD icon
Gilead Sciences
GILD
+$46.4M
5
F icon
Ford
F
+$38.4M

Top Sells

1
+$75.5M
2
+$53.3M
3
+$38.1M
4
COST icon
Costco
COST
+$35.1M
5
TWTR
Twitter, Inc.
TWTR
+$17.8M

Sector Composition

1 Technology 18.41%
2 Financials 17.1%
3 Consumer Discretionary 13.09%
4 Healthcare 12.19%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.17M 0.11%
172,012
+94,617
227
$9.16M 0.11%
148,342
+5,280
228
$9.16M 0.11%
191,689
+45,401
229
$9.05M 0.11%
906,160
+58,217
230
$8.94M 0.11%
135,482
-5,118
231
$8.93M 0.11%
312,735
+56,217
232
$8.91M 0.11%
597,008
-184,752
233
$8.84M 0.11%
199,501
-19,550
234
$8.82M 0.11%
382,642
+41,500
235
$8.82M 0.11%
96,843
+2,138
236
$8.78M 0.11%
384,214
-1,240
237
$8.72M 0.11%
+268,528
238
$8.64M 0.11%
227,218
+65,580
239
$8.64M 0.11%
327,181
+20,400
240
$8.63M 0.11%
168,221
+2,287
241
$8.61M 0.11%
1,131,143
+579,361
242
$8.51M 0.1%
44,253
+42,440
243
$8.31M 0.1%
178,622
+19,440
244
$8.3M 0.1%
1,267,933
+254,713
245
$8.3M 0.1%
243,273
+6,736
246
$8.25M 0.1%
+102,590
247
$8.21M 0.1%
+132,870
248
$8.06M 0.1%
264,622
+127,885
249
$8.01M 0.1%
209,096
-78,360
250
$7.96M 0.1%
342,408
+69,840
8 9
10
11 12