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
451
$4.21M 0.03%
314,080
+20,396
452
$4.19M 0.03%
196,633
453
$4.18M 0.03%
556,153
+182,806
454
$4.12M 0.03%
142,205
-30,164
455
$4.06M 0.03%
267,033
-30,891
456
$4.03M 0.03%
197,891
+37,777
457
$4.01M 0.03%
+124,492
458
$4.01M 0.03%
+532,420
459
$4.01M 0.03%
74,204
-480
460
$3.95M 0.03%
+18,619
461
$3.94M 0.03%
448,447
-20,967
462
$3.91M 0.03%
158,252
-16,660
463
$3.9M 0.03%
193,113
+77,508
464
$3.9M 0.03%
49,103
+2,347
465
$3.89M 0.03%
+134,376
466
$3.88M 0.03%
214,011
-432,383
467
$3.85M 0.03%
84,604
-25,772
468
$3.84M 0.03%
254,562
-230,525
469
$3.78M 0.03%
287,149
+264,163
470
$3.77M 0.03%
111,131
+54,741
471
$3.76M 0.03%
82,366
+71,870
472
$3.76M 0.03%
175,027
-801
473
$3.71M 0.03%
813,977
+38,618
474
$3.64M 0.03%
32,185
+14,327
475
$3.63M 0.03%
28,422
-45,077
17 18
19
20 21