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
326
$5.37M 0.07%
121,459
+20,710
327
$5.37M 0.07%
45,243
-9,251
328
$5.35M 0.07%
141,799
+77,883
329
$5.35M 0.07%
+72,930
330
$5.34M 0.07%
182,664
+45,042
331
$5.28M 0.06%
518,315
+227,800
332
$5.25M 0.06%
391,725
-81,000
333
$5.19M 0.06%
505,016
+112,209
334
$5.19M 0.06%
110,182
+6,020
335
$5.11M 0.06%
198,850
+12,140
336
$5.1M 0.06%
25,517
-14,100
337
$5.1M 0.06%
12,604
+3,624
338
$5.05M 0.06%
26,130
+19,260
339
$5.02M 0.06%
194,000
+21,300
340
$5.02M 0.06%
62,192
-31,735
341
$4.97M 0.06%
755,269
-14,206
342
$4.94M 0.06%
76,477
-240
343
$4.9M 0.06%
571,043
+62,900
344
$4.88M 0.06%
64,722
+4,650
345
$4.81M 0.06%
1,265,538
+622,636
346
$4.74M 0.06%
409,093
+211,058
347
$4.68M 0.06%
66,632
+320
348
$4.66M 0.06%
+1,627,785
349
$4.65M 0.06%
60,204
-53,481
350
$4.62M 0.06%
665,088
+33,900
12 13
14
15 16