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
576
$1.28M 0.02%
60,670
-18,498
577
$1.28M 0.02%
91,612
-11,771
578
$1.28M 0.02%
42,719
+12,693
579
$1.27M 0.02%
42,507
580
$1.27M 0.02%
135,781
+10,300
581
$1.26M 0.02%
121,192
582
$1.25M 0.02%
117,347
+12,155
583
$1.25M 0.02%
125,785
+9,183
584
$1.24M 0.02%
+17,050
585
$1.24M 0.02%
9,040
586
$1.23M 0.02%
9,170
+2,620
587
$1.22M 0.02%
+74,769
588
$1.21M 0.01%
+8,173
589
$1.19M 0.01%
22,100
+4,650
590
$1.19M 0.01%
85,380
-432,905
591
$1.19M 0.01%
349,515
-42,967
592
$1.18M 0.01%
32,310
+1,260
593
$1.17M 0.01%
4,524
594
$1.17M 0.01%
20,050
+10,044
595
$1.16M 0.01%
+41,490
596
$1.16M 0.01%
217,700
+161,300
597
$1.15M 0.01%
12,172
-470
598
$1.15M 0.01%
224,836
+63,222
599
$1.15M 0.01%
21,548
-7,375
600
$1.15M 0.01%
16,290
+1,350
22 23
24
25 26