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
$12.6B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$126M
3
+$114M
4
BKNG icon
Booking.com
BKNG
+$112M
5
TGT icon
Target
TGT
+$95.5M

Top Sells

1
+$158M
2
+$140M
3
+$105M
4
GILD icon
Gilead Sciences
GILD
+$88.7M
5
PRU icon
Prudential Financial
PRU
+$88.6M

Sector Composition

1 Technology 26.04%
2 Financials 14.7%
3 Healthcare 14.62%
4 Consumer Discretionary 13.76%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.78M 0.02%
26,741
+18,920
502
$2.75M 0.02%
25,943
-23,883
503
$2.75M 0.02%
+41,145
504
$2.73M 0.02%
+16,147
505
$2.72M 0.02%
+32,304
506
$2.72M 0.02%
+190,991
507
$2.72M 0.02%
+56,261
508
$2.67M 0.02%
53,685
-70,010
509
$2.67M 0.02%
276,244
-390,467
510
$2.67M 0.02%
490,529
+94,619
511
$2.64M 0.02%
89,299
+26,089
512
$2.63M 0.02%
137,780
-5,872
513
$2.63M 0.02%
89,553
+34,984
514
$2.59M 0.02%
+16,447
515
$2.58M 0.02%
+115,960
516
$2.58M 0.02%
23,039
+21
517
$2.55M 0.02%
+232,781
518
$2.55M 0.02%
28,696
-9,187
519
$2.51M 0.02%
44,043
-535
520
$2.5M 0.02%
54,367
-83,163
521
$2.49M 0.02%
107,929
-1,158
522
$2.48M 0.02%
532,255
-49,974
523
$2.46M 0.02%
34,853
-717
524
$2.45M 0.02%
78,689
-34,414
525
$2.44M 0.02%
93,783
-129,400
19 20
21
22 23