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
601
$1.13M 0.01%
104,820
+66,460
602
$1.13M 0.01%
156,250
+100,941
603
$1.12M 0.01%
6,930
-1,560
604
$1.12M 0.01%
14,060
+11,360
605
$1.1M 0.01%
39,423
+4,659
606
$1.09M 0.01%
24,828
-100,789
607
$1.09M 0.01%
462,503
+252,808
608
$1.06M 0.01%
5,480
609
$1.04M 0.01%
78,610
610
$1.04M 0.01%
26,493
-3,200
611
$1.03M 0.01%
425,998
+305,698
612
$1.02M 0.01%
+13,792
613
$1.02M 0.01%
167,730
-700
614
$1.02M 0.01%
136,102
+115,442
615
$1M 0.01%
+7,170
616
$986K 0.01%
25,290
-38,230
617
$983K 0.01%
15,830
-1,300
618
$978K 0.01%
25,992
-2,970
619
$968K 0.01%
21,630
620
$952K 0.01%
16,836
+590
621
$943K 0.01%
7,290
+202
622
$937K 0.01%
33,190
+3,520
623
$937K 0.01%
19,940
+12,820
624
$932K 0.01%
35,095
-7,936
625
$918K 0.01%
20,120
23 24
25
26 27