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
$12.9B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$75.6M
3
+$51.5M
4
HSY icon
Hershey
HSY
+$49.8M
5
TGT icon
Target
TGT
+$49.3M

Top Sells

1
+$81.9M
2
+$81.5M
3
+$73.4M
4
COST icon
Costco
COST
+$59.7M
5
AMZN icon
Amazon
AMZN
+$53.3M

Sector Composition

1 Technology 21.24%
2 Financials 15.19%
3 Healthcare 14.47%
4 Consumer Discretionary 11.08%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.1M 0.08%
121,752
-22,047
277
$10.1M 0.08%
+227,932
278
$10.1M 0.08%
1,484,493
+75,780
279
$10.1M 0.08%
744,132
+54,349
280
$10.1M 0.08%
290,835
+51,032
281
$10.1M 0.08%
615,280
+253,128
282
$10.1M 0.08%
321,862
-359,558
283
$10M 0.08%
762,198
+475,715
284
$9.94M 0.08%
+115,983
285
$9.8M 0.08%
377,765
+121,910
286
$9.75M 0.08%
231,465
-43,215
287
$9.72M 0.08%
50,065
-14,985
288
$9.63M 0.07%
520,152
+25,497
289
$9.49M 0.07%
107,667
+48,047
290
$9.46M 0.07%
247,229
+38,628
291
$9.32M 0.07%
128,741
+21,264
292
$9.23M 0.07%
127,762
-68,386
293
$9.21M 0.07%
+54,825
294
$9.17M 0.07%
97,967
-99,456
295
$9.17M 0.07%
651,452
-503,541
296
$9.1M 0.07%
267,936
+250,627
297
$9.09M 0.07%
262,250
+68,555
298
$9M 0.07%
+126,005
299
$8.92M 0.07%
+63,257
300
$8.92M 0.07%
645,691
+53,387
10 11
12
13 14