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
526
$2.78M 0.02%
804,621
+757,559
527
$2.77M 0.02%
127,849
-107,799
528
$2.77M 0.02%
143,652
-2,086
529
$2.76M 0.02%
28,776
+5,620
530
$2.76M 0.02%
44,106
-788
531
$2.74M 0.02%
37,929
+11,018
532
$2.73M 0.02%
1,203,220
+650,345
533
$2.71M 0.02%
+371,428
534
$2.69M 0.02%
+56,255
535
$2.68M 0.02%
23,018
-11,380
536
$2.67M 0.02%
6,673
+2,397
537
$2.67M 0.02%
65,291
538
$2.64M 0.02%
343,821
+24,193
539
$2.63M 0.02%
58,213
-1,092,363
540
$2.61M 0.02%
44,578
-64
541
$2.6M 0.02%
+26,777
542
$2.58M 0.02%
116,837
-27,790
543
$2.58M 0.02%
880,622
+358,002
544
$2.57M 0.02%
35,570
+228
545
$2.57M 0.02%
102,115
+19,222
546
$2.55M 0.02%
495,057
+46,984
547
$2.55M 0.02%
67,742
+27,496
548
$2.52M 0.02%
117,657
549
$2.52M 0.02%
581,148
+252,132
550
$2.52M 0.02%
+394,278
20 21
22
23 24