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
26
$51.4M 0.63%
214,275
+30,198
27
$50.7M 0.62%
931,832
+87,820
28
$49.8M 0.61%
893,175
+186,961
29
$49.7M 0.61%
13,376
-1,573
30
$49.7M 0.61%
203,214
+17,462
31
$49.6M 0.61%
250,260
+16,269
32
$47M 0.58%
522,012
+70,794
33
$46.4M 0.57%
480,381
+124,441
34
$46.3M 0.57%
611,834
+64,120
35
$45.7M 0.56%
802,210
+238,270
36
$45.4M 0.56%
403,391
-1,706
37
$45M 0.55%
233,329
+159,564
38
$44.8M 0.55%
168,180
+8,113
39
$43.6M 0.54%
467,112
+26,595
40
$43M 0.53%
39,669
+2,210
41
$41.8M 0.51%
264,395
+40,461
42
$41.8M 0.51%
2,483,800
+293,550
43
$41.6M 0.51%
513,388
-64,838
44
$40M 0.49%
324,747
-108,335
45
$39.7M 0.49%
383,060
-84,960
46
$38.2M 0.47%
2,517,004
+403,928
47
$37.9M 0.46%
406,877
+155,636
48
$37.7M 0.46%
401,640
+126,330
49
$35.5M 0.44%
240,201
+9,175
50
$35.4M 0.43%
467,852
-37,226
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