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
601
$1.96M 0.02%
71,621
+65,829
602
$1.96M 0.02%
165,509
+882
603
$1.94M 0.02%
+76,745
604
$1.94M 0.02%
7,969
+5,389
605
$1.93M 0.02%
29,625
-8,616
606
$1.93M 0.02%
80,411
+2,483
607
$1.93M 0.02%
71,245
+15,255
608
$1.92M 0.01%
76,932
+43,239
609
$1.9M 0.01%
128,557
+8,714
610
$1.89M 0.01%
187,868
+71,668
611
$1.89M 0.01%
80,841
-1,148
612
$1.89M 0.01%
33,932
+20,469
613
$1.88M 0.01%
+170,654
614
$1.88M 0.01%
55,665
-96,227
615
$1.87M 0.01%
39,167
+10,293
616
$1.87M 0.01%
51,674
+22,176
617
$1.86M 0.01%
121,440
+46,656
618
$1.86M 0.01%
73,922
+1,034
619
$1.85M 0.01%
609,227
+4,555
620
$1.85M 0.01%
62,279
-512
621
$1.85M 0.01%
+29,343
622
$1.84M 0.01%
45,611
+708
623
$1.84M 0.01%
73,552
-165
624
$1.83M 0.01%
130,410
-7,247
625
$1.83M 0.01%
39,579
-758,210
23 24
25
26 27