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
426
$4.85M 0.04%
1,524,176
-63,780
427
$4.69M 0.04%
199,343
+35,700
428
$4.65M 0.04%
32,504
-42,002
429
$4.61M 0.04%
113,103
+36,894
430
$4.6M 0.04%
+182,258
431
$4.59M 0.04%
94,882
-14,753
432
$4.58M 0.04%
105,881
-24,921
433
$4.52M 0.04%
182,497
-8,645
434
$4.5M 0.03%
131,435
+14,080
435
$4.49M 0.03%
100,992
-373
436
$4.48M 0.03%
8,716
+6,938
437
$4.47M 0.03%
170,703
-4,857
438
$4.43M 0.03%
262,564
-305,286
439
$4.41M 0.03%
162,544
+149,683
440
$4.41M 0.03%
203,177
+47,506
441
$4.41M 0.03%
96,575
+1,736
442
$4.39M 0.03%
185,930
+170,807
443
$4.38M 0.03%
118,113
+48,531
444
$4.36M 0.03%
2,395,297
-425,227
445
$4.34M 0.03%
143,852
-8,966
446
$4.33M 0.03%
+346,629
447
$4.29M 0.03%
73,048
+1,522
448
$4.26M 0.03%
132,292
+11,659
449
$4.23M 0.03%
111,977
-65,193
450
$4.23M 0.03%
96,414
-1,348
16 17
18
19 20