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
501
$3.23M 0.03%
+759,815
502
$3.19M 0.02%
60,491
+8,043
503
$3.17M 0.02%
311,888
+12,776
504
$3.15M 0.02%
45,505
-132,984
505
$3.14M 0.02%
46,934
-24,005
506
$3.12M 0.02%
38,266
-17,415
507
$3.1M 0.02%
55,213
+22,846
508
$3.1M 0.02%
110,946
+9,894
509
$3.09M 0.02%
570,686
+124,281
510
$3.09M 0.02%
114,653
+12,611
511
$3.07M 0.02%
432,438
+278,833
512
$3.02M 0.02%
281,118
+55,789
513
$3.02M 0.02%
+607,011
514
$3.01M 0.02%
123,666
-243,624
515
$3M 0.02%
71,915
-16,475
516
$2.94M 0.02%
38,481
-267,294
517
$2.9M 0.02%
39,288
+34,536
518
$2.88M 0.02%
42,378
+10,511
519
$2.86M 0.02%
55,936
-229,322
520
$2.86M 0.02%
114,188
-74,285
521
$2.83M 0.02%
65,091
522
$2.83M 0.02%
84,496
-431
523
$2.82M 0.02%
395,910
+220,096
524
$2.81M 0.02%
219,226
+43,702
525
$2.8M 0.02%
281,164
-69,869
19 20
21
22 23