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
476
$2.37M 0.03%
18,060
+2,400
477
$2.36M 0.03%
105,752
+59,043
478
$2.35M 0.03%
56,745
479
$2.34M 0.03%
+55,597
480
$2.34M 0.03%
150,877
-146,935
481
$2.31M 0.03%
34,477
+3,410
482
$2.3M 0.03%
12,620
+9,990
483
$2.29M 0.03%
+159,629
484
$2.27M 0.03%
289,812
+46,521
485
$2.26M 0.03%
59,259
486
$2.25M 0.03%
+60,039
487
$2.24M 0.03%
59,003
488
$2.24M 0.03%
57,162
-148,588
489
$2.22M 0.03%
24,410
-30,690
490
$2.21M 0.03%
38,880
491
$2.2M 0.03%
113,048
+400
492
$2.19M 0.03%
116,610
+8,442
493
$2.17M 0.03%
162,340
+25,081
494
$2.16M 0.03%
44,488
+17,680
495
$2.16M 0.03%
+356,171
496
$2.14M 0.03%
+57,352
497
$2.13M 0.03%
68,327
+59,578
498
$2.12M 0.03%
102,511
+9,200
499
$2.12M 0.03%
100,254
-1,000
500
$2.11M 0.03%
269,020
+141,637
18 19
20
21 22