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
526
$1.86M 0.02%
32,380
+24,420
527
$1.86M 0.02%
+27,000
528
$1.86M 0.02%
+14,564
529
$1.84M 0.02%
9,452
+410
530
$1.83M 0.02%
56,472
+15,667
531
$1.83M 0.02%
85,232
+56,419
532
$1.81M 0.02%
+176,600
533
$1.8M 0.02%
13,950
-25,210
534
$1.8M 0.02%
45,390
+26,970
535
$1.78M 0.02%
26,768
+19,878
536
$1.78M 0.02%
+127,327
537
$1.77M 0.02%
9,274
+5,699
538
$1.76M 0.02%
584,304
+486,662
539
$1.76M 0.02%
46,466
+4,300
540
$1.74M 0.02%
97,604
+20,222
541
$1.73M 0.02%
10,060
+830
542
$1.72M 0.02%
+12,896
543
$1.71M 0.02%
+39,700
544
$1.7M 0.02%
78,486
+14,865
545
$1.69M 0.02%
265,177
+112,093
546
$1.68M 0.02%
128,449
-13,627
547
$1.68M 0.02%
+30,017
548
$1.67M 0.02%
4,400
-198,574
549
$1.67M 0.02%
56,700
+400
550
$1.66M 0.02%
+94,500
20 21
22
23 24