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
551
$2.07M 0.02%
61,524
-755
552
$2.06M 0.02%
+54,904
553
$2.06M 0.02%
297,336
-208,146
554
$2.05M 0.02%
73,180
-69,025
555
$2.05M 0.02%
185,757
+159,931
556
$2.04M 0.02%
475,032
-107,373
557
$2.04M 0.02%
+53,127
558
$2.02M 0.02%
82,341
-48,489
559
$2.02M 0.02%
+7,890
560
$2.01M 0.02%
120,176
+91,382
561
$2.01M 0.02%
+267,728
562
$1.97M 0.02%
+6,101
563
$1.96M 0.02%
188,552
+684
564
$1.95M 0.02%
144,620
+12,291
565
$1.95M 0.02%
101,156
-16,593
566
$1.94M 0.02%
+205,470
567
$1.94M 0.02%
+260,391
568
$1.91M 0.02%
303,999
-39,822
569
$1.91M 0.02%
916,059
-849,807
570
$1.9M 0.02%
+56,538
571
$1.89M 0.02%
+26,492
572
$1.89M 0.01%
61,064
-10,557
573
$1.87M 0.01%
+12,381
574
$1.84M 0.01%
45,447
+5,215
575
$1.84M 0.01%
111,174
+34,242
21 22
23
24 25