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
576
$2.24M 0.02%
57,179
-4,885
577
$2.24M 0.02%
155,801
-39,435
578
$2.24M 0.02%
287,580
-59,255
579
$2.23M 0.02%
130,868
-24,387
580
$2.23M 0.02%
68,003
-22,558
581
$2.23M 0.02%
38,550
-2,407
582
$2.2M 0.02%
136,372
+1,449
583
$2.2M 0.02%
28,526
-953,073
584
$2.19M 0.02%
58,951
-9,100
585
$2.17M 0.02%
+157,071
586
$2.17M 0.02%
232,800
+103,141
587
$2.15M 0.02%
127,111
+98,718
588
$2.14M 0.02%
18,910
-110,429
589
$2.14M 0.02%
287,847
-36,498
590
$2.13M 0.02%
+31,505
591
$2.13M 0.02%
399,609
+335,897
592
$2.12M 0.02%
194,898
-17,924
593
$2.08M 0.02%
91,946
+37,321
594
$2.04M 0.02%
221,430
+20,968
595
$2.04M 0.02%
17,244
-4,164
596
$2.04M 0.02%
46,197
+5,129
597
$2.01M 0.02%
+55,772
598
$2.01M 0.02%
+406,064
599
$2M 0.02%
195,590
-39,696
600
$1.99M 0.02%
+13,307
22 23
24
25 26