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
476
$3.6M 0.03%
40,232
+13,634
477
$3.55M 0.03%
505,482
+265,241
478
$3.51M 0.03%
264,864
+253,056
479
$3.5M 0.03%
582,229
-124,576
480
$3.48M 0.03%
1,555,400
-36,348
481
$3.46M 0.03%
1,765,866
+331,590
482
$3.44M 0.03%
+110,587
483
$3.43M 0.03%
130,703
-2,168
484
$3.42M 0.03%
243,124
+69,097
485
$3.42M 0.03%
235,277
-51,822
486
$3.41M 0.03%
+14,343
487
$3.41M 0.03%
+104,287
488
$3.4M 0.03%
504,787
+360,408
489
$3.39M 0.03%
95,866
-11,059
490
$3.38M 0.03%
37,883
+2,957
491
$3.38M 0.03%
21,821
+2,670
492
$3.35M 0.03%
+16,948
493
$3.34M 0.03%
+79,769
494
$3.32M 0.03%
197,943
-268,253
495
$3.32M 0.03%
1,281,202
-12,688
496
$3.3M 0.03%
47,631
+40,788
497
$3.25M 0.03%
65,707
498
$3.24M 0.03%
51,155
+4,123
499
$3.24M 0.03%
69,929
500
$3.23M 0.03%
217,753
-27,492
18 19
20
21 22