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
301
$6.23M 0.08%
257,251
+8,571
302
$6.17M 0.08%
+116,650
303
$6.16M 0.08%
95,407
304
$6.15M 0.08%
166,143
+68,577
305
$5.95M 0.07%
151,294
+70,254
306
$5.94M 0.07%
514,320
+66,605
307
$5.89M 0.07%
94,759
+4,600
308
$5.87M 0.07%
52,730
+11,750
309
$5.87M 0.07%
176,990
+47,100
310
$5.79M 0.07%
72,301
+1,700
311
$5.78M 0.07%
1,698,897
+1,098,810
312
$5.76M 0.07%
1,795,748
+1,092,707
313
$5.75M 0.07%
139,542
-432,032
314
$5.73M 0.07%
55,260
+31,560
315
$5.72M 0.07%
924,115
+580,276
316
$5.62M 0.07%
6,083
+752
317
$5.62M 0.07%
192,700
-465,630
318
$5.61M 0.07%
354,495
+92,377
319
$5.59M 0.07%
752,871
-24,397
320
$5.56M 0.07%
229,567
+3,600
321
$5.55M 0.07%
121,380
+13,590
322
$5.45M 0.07%
99,492
+4,400
323
$5.42M 0.07%
1,085,447
+227,400
324
$5.41M 0.07%
367,509
-135,255
325
$5.4M 0.07%
382,446
-99,070
11 12
13
14 15