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
$12.6B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$126M
3
+$114M
4
BKNG icon
Booking.com
BKNG
+$112M
5
TGT icon
Target
TGT
+$95.5M

Top Sells

1
+$158M
2
+$140M
3
+$105M
4
GILD icon
Gilead Sciences
GILD
+$88.7M
5
PRU icon
Prudential Financial
PRU
+$88.6M

Sector Composition

1 Technology 26.04%
2 Financials 14.7%
3 Healthcare 14.62%
4 Consumer Discretionary 13.76%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.45M 0.01%
52,568
-2,600
627
$1.45M 0.01%
+191,462
628
$1.45M 0.01%
228,449
-59,131
629
$1.44M 0.01%
+13,567
630
$1.44M 0.01%
61,038
-19,373
631
$1.44M 0.01%
57,171
+43,167
632
$1.43M 0.01%
+9,907
633
$1.43M 0.01%
39,630
+463
634
$1.4M 0.01%
208,055
-1,280,049
635
$1.4M 0.01%
+82,912
636
$1.4M 0.01%
67,372
-24,574
637
$1.39M 0.01%
16,131
-195,458
638
$1.39M 0.01%
140,568
+127,611
639
$1.38M 0.01%
406
-52
640
$1.37M 0.01%
15,552
+745
641
$1.37M 0.01%
65,755
-1,021
642
$1.36M 0.01%
100,264
-166,769
643
$1.36M 0.01%
40,162
-279,892
644
$1.34M 0.01%
+14,213
645
$1.34M 0.01%
+72,211
646
$1.34M 0.01%
97,645
+10,776
647
$1.32M 0.01%
+487,313
648
$1.32M 0.01%
218,107
-30,616
649
$1.31M 0.01%
+107,138
650
$1.31M 0.01%
238,806
-160,803
24 25
26
27 28