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
626
$1.82M 0.01%
53,869
+10,641
627
$1.81M 0.01%
248,723
+77,953
628
$1.79M 0.01%
+50,370
629
$1.78M 0.01%
458
+146
630
$1.78M 0.01%
56,930
-7,036
631
$1.75M 0.01%
28,514
+11,520
632
$1.73M 0.01%
46,359
-5,393
633
$1.73M 0.01%
36,800
+3,072
634
$1.72M 0.01%
148,377
+35,655
635
$1.72M 0.01%
33,968
-104,844
636
$1.72M 0.01%
183,118
-5,500
637
$1.72M 0.01%
555,118
+431,401
638
$1.7M 0.01%
3,653,737
+141,549
639
$1.7M 0.01%
266,010
-154,927
640
$1.69M 0.01%
74,318
+63,168
641
$1.68M 0.01%
18,083
-188,831
642
$1.68M 0.01%
13,009
643
$1.68M 0.01%
21,796
644
$1.66M 0.01%
+55,168
645
$1.65M 0.01%
64,083
-16,304
646
$1.64M 0.01%
896,449
-178,661
647
$1.64M 0.01%
+14,595
648
$1.64M 0.01%
594,390
+559,586
649
$1.63M 0.01%
23,756
-23,251
650
$1.62M 0.01%
83,752
+16,923
24 25
26
27 28