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
501
$2.1M 0.03%
36,679
502
$2.09M 0.03%
153,553
+1,300
503
$2.06M 0.03%
51,277
-31,057
504
$2.04M 0.03%
48,241
-12,986
505
$2.03M 0.02%
47,690
-65,915
506
$2.02M 0.02%
166,399
+105,099
507
$2.01M 0.02%
69,340
508
$2M 0.02%
42,881
-8,452
509
$2M 0.02%
66,860
+8,511
510
$2M 0.02%
74,995
-167,270
511
$2M 0.02%
65,256
+14,814
512
$1.99M 0.02%
32,640
-460
513
$1.97M 0.02%
526,460
-44,911
514
$1.97M 0.02%
143,779
+26,234
515
$1.97M 0.02%
50,586
-30,026
516
$1.96M 0.02%
15,520
-28,765
517
$1.94M 0.02%
23,482
-164,966
518
$1.94M 0.02%
185,299
+63,200
519
$1.93M 0.02%
56,710
-7,330
520
$1.91M 0.02%
27,700
-110
521
$1.91M 0.02%
399,411
+173,555
522
$1.89M 0.02%
256,351
-5,700
523
$1.89M 0.02%
58,886
+18,155
524
$1.88M 0.02%
15,610
+3,350
525
$1.88M 0.02%
+4,207
19 20
21
22 23