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
551
$1.65M 0.02%
75,126
+26,400
552
$1.63M 0.02%
7,852
-80
553
$1.63M 0.02%
7,515
-7,596
554
$1.62M 0.02%
47,760
-290,598
555
$1.59M 0.02%
+421,706
556
$1.57M 0.02%
83,862
+9,569
557
$1.56M 0.02%
131,642
-40,322
558
$1.54M 0.02%
4,380
-700
559
$1.52M 0.02%
58,331
-4,913
560
$1.52M 0.02%
+186,238
561
$1.5M 0.02%
74,265
562
$1.5M 0.02%
+32,600
563
$1.48M 0.02%
197,927
+81,243
564
$1.46M 0.02%
52,081
-5,384
565
$1.44M 0.02%
19,158
-3,270
566
$1.43M 0.02%
35,098
567
$1.43M 0.02%
+1,603,995
568
$1.41M 0.02%
+37,760
569
$1.41M 0.02%
+36,375
570
$1.39M 0.02%
32,727
-1,997
571
$1.39M 0.02%
23,589
+4,789
572
$1.37M 0.02%
16,700
573
$1.37M 0.02%
49,270
-11,086
574
$1.35M 0.02%
9,450
+3,730
575
$1.29M 0.02%
96,020
+4,700
21 22
23
24 25