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
376
$6.32M 0.05%
503,926
-25,424
377
$6.3M 0.05%
598,090
-29,176
378
$6.29M 0.05%
662,773
+59,474
379
$6.21M 0.05%
439,464
+144,414
380
$6.17M 0.05%
184,576
+167,090
381
$6.14M 0.05%
336,840
+35,232
382
$6.13M 0.05%
129,786
-18,466
383
$6.13M 0.05%
98,728
+71,757
384
$6.1M 0.05%
307,662
+14,013
385
$6.03M 0.05%
269,229
+175,578
386
$6.03M 0.05%
462,972
+35,353
387
$6M 0.05%
230,196
+32,132
388
$5.97M 0.05%
184,385
+11,997
389
$5.94M 0.05%
61,529
-36,881
390
$5.93M 0.05%
945,797
-33,507
391
$5.76M 0.04%
179,918
-362,874
392
$5.76M 0.04%
207,122
+43,583
393
$5.74M 0.04%
65,645
+9,535
394
$5.73M 0.04%
179,137
-26,518
395
$5.69M 0.04%
593,367
-246,957
396
$5.67M 0.04%
31,412
-36,557
397
$5.63M 0.04%
252,131
+109,458
398
$5.6M 0.04%
137,530
+126,559
399
$5.58M 0.04%
316,778
+47,549
400
$5.58M 0.04%
62,295
+28,782
14 15
16
17 18