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
351
$7.13M 0.06%
273,421
+91,943
352
$7.09M 0.05%
293,215
+13,017
353
$7.02M 0.05%
40,167
+32,762
354
$7M 0.05%
+318,769
355
$6.95M 0.05%
76,931
-4,134
356
$6.89M 0.05%
193,740
+26,501
357
$6.89M 0.05%
101,803
+57,569
358
$6.78M 0.05%
967,060
-277,970
359
$6.78M 0.05%
+289,556
360
$6.77M 0.05%
141,307
-48,638
361
$6.73M 0.05%
216,250
+68,885
362
$6.72M 0.05%
1,028,413
+206,256
363
$6.71M 0.05%
461,728
+112,777
364
$6.63M 0.05%
177,762
+13,832
365
$6.62M 0.05%
51,648
-115,502
366
$6.51M 0.05%
187,129
+74,613
367
$6.51M 0.05%
289,969
+21,087
368
$6.5M 0.05%
30,352
-1,712
369
$6.48M 0.05%
187,744
-31,080
370
$6.48M 0.05%
61,630
-17,094
371
$6.47M 0.05%
1,793,758
+1,145,612
372
$6.46M 0.05%
223,183
-5,136
373
$6.43M 0.05%
+888,584
374
$6.43M 0.05%
80,380
+35,316
375
$6.33M 0.05%
+266,437
13 14
15
16 17