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
626
$917K 0.01%
156,995
+64,310
627
$911K 0.01%
12,060
+8,830
628
$903K 0.01%
3,726
+2,926
629
$898K 0.01%
29,380
-82,919
630
$888K 0.01%
57,532
631
$883K 0.01%
38,580
+21,100
632
$866K 0.01%
28,684
633
$866K 0.01%
23,187
634
$865K 0.01%
57,100
+11,000
635
$865K 0.01%
6,860
+2,200
636
$861K 0.01%
78,105
+32,127
637
$857K 0.01%
18,890
-114,093
638
$851K 0.01%
13,607
+5,687
639
$851K 0.01%
19,574
-2,853
640
$851K 0.01%
+135,239
641
$849K 0.01%
18,572
642
$837K 0.01%
32,800
+8,900
643
$830K 0.01%
22,222
644
$825K 0.01%
66,664
+12,059
645
$823K 0.01%
583,701
+229,160
646
$822K 0.01%
9,776
-16,640
647
$820K 0.01%
47,630
+17,690
648
$808K 0.01%
28,979
649
$803K 0.01%
25,034
650
$802K 0.01%
255,373
+1,500
24 25
26
27 28