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
401
$3.47M 0.04%
572,826
+417,647
402
$3.45M 0.04%
1,011,313
+80,864
403
$3.45M 0.04%
36,180
-1,761
404
$3.39M 0.04%
246,904
+114,760
405
$3.35M 0.04%
184,388
-4,100
406
$3.34M 0.04%
+48,050
407
$3.33M 0.04%
44,058
408
$3.3M 0.04%
22,050
+2,020
409
$3.29M 0.04%
515,556
-167,878
410
$3.28M 0.04%
+125,080
411
$3.26M 0.04%
996,426
+467,811
412
$3.21M 0.04%
247,291
+8,444
413
$3.21M 0.04%
82,855
-43,746
414
$3.2M 0.04%
158,131
+20,540
415
$3.2M 0.04%
50,694
+12,274
416
$3.19M 0.04%
+278,912
417
$3.18M 0.04%
183,007
-20,931
418
$3.18M 0.04%
89,498
+3,500
419
$3.16M 0.04%
28,253
-18,524
420
$3.15M 0.04%
181,809
-13,204
421
$3.13M 0.04%
217,400
+207,200
422
$3.11M 0.04%
56,270
+50,400
423
$3.09M 0.04%
25,970
+18,150
424
$3.09M 0.04%
+47,535
425
$3.08M 0.04%
76,967
-89,099
15 16
17
18 19