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
251
$7.95M 0.1%
185,520
+169,721
252
$7.9M 0.1%
2,074,109
+638,725
253
$7.87M 0.1%
43,830
-3,100
254
$7.87M 0.1%
371,191
+95,687
255
$7.86M 0.1%
90,534
-32,780
256
$7.75M 0.1%
+65,410
257
$7.71M 0.09%
84,769
-6,608
258
$7.64M 0.09%
88,525
+4,380
259
$7.6M 0.09%
89,050
+1,670
260
$7.58M 0.09%
489,002
-40,596
261
$7.56M 0.09%
+177,249
262
$7.48M 0.09%
1,371,725
+395,951
263
$7.46M 0.09%
196,099
+12,000
264
$7.45M 0.09%
53,782
+5,940
265
$7.43M 0.09%
381,555
+71,682
266
$7.4M 0.09%
266,480
+30,670
267
$7.39M 0.09%
11,135
+1,600
268
$7.35M 0.09%
269,570
+48,420
269
$7.34M 0.09%
132,700
+52,550
270
$7.27M 0.09%
56,334
-10,370
271
$7.21M 0.09%
128,332
+1,430
272
$7.2M 0.09%
42,884
+40,344
273
$7.18M 0.09%
100,664
+3,900
274
$7.14M 0.09%
350,674
+94,110
275
$7.06M 0.09%
240,276
+25,969
9 10
11
12 13