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
351
$4.56M 0.06%
119,235
-1,050
352
$4.48M 0.06%
102,826
+9,060
353
$4.48M 0.05%
+39,270
354
$4.45M 0.05%
381,058
+48,011
355
$4.43M 0.05%
225,692
-84,605
356
$4.41M 0.05%
136,759
+103,177
357
$4.35M 0.05%
388,594
+19,300
358
$4.35M 0.05%
119,825
-4,500
359
$4.33M 0.05%
106,219
-1,977
360
$4.29M 0.05%
71,374
+13,370
361
$4.29M 0.05%
250,089
-42,296
362
$4.27M 0.05%
119,016
-5,000
363
$4.25M 0.05%
299,200
+115,200
364
$4.25M 0.05%
+730,859
365
$4.21M 0.05%
80,915
-13,575
366
$4.13M 0.05%
128,768
-219,865
367
$4.12M 0.05%
31,816
+28,296
368
$4.12M 0.05%
239,508
+18,200
369
$4.07M 0.05%
73,342
+3,380
370
$4.07M 0.05%
67,340
-7,000
371
$4.03M 0.05%
29,893
+8,120
372
$4.03M 0.05%
128,716
+1,890
373
$4M 0.05%
458,939
-66,920
374
$3.99M 0.05%
33,497
-11,620
375
$3.99M 0.05%
173,818
+18,800
13 14
15
16 17