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
551
$2.51M 0.02%
87,595
+69,508
552
$2.5M 0.02%
+582,405
553
$2.47M 0.02%
109,087
-886
554
$2.46M 0.02%
86,101
-3,748
555
$2.45M 0.02%
388,358
-5,843
556
$2.45M 0.02%
49,028
+44,826
557
$2.45M 0.02%
587,094
+284,336
558
$2.44M 0.02%
+902,215
559
$2.44M 0.02%
104,652
+10,092
560
$2.42M 0.02%
176,627
+18,712
561
$2.41M 0.02%
23,805
+1,269
562
$2.39M 0.02%
228,901
+40,804
563
$2.38M 0.02%
36,471
-364
564
$2.37M 0.02%
655,891
-128,868
565
$2.37M 0.02%
+8,540
566
$2.37M 0.02%
116,256
+1,209
567
$2.36M 0.02%
98,822
-18,060
568
$2.36M 0.02%
63,210
+26,595
569
$2.33M 0.02%
128,560
+45,279
570
$2.33M 0.02%
91,138
-5,521
571
$2.31M 0.02%
+117,749
572
$2.31M 0.02%
167,507
-23,377
573
$2.29M 0.02%
13,079
-1,730
574
$2.26M 0.02%
+187,018
575
$2.26M 0.02%
132,329
+48,005
21 22
23
24 25