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
651
$800K 0.01%
7,100
+350
652
$799K 0.01%
29,117
653
$788K 0.01%
583,660
+508,799
654
$787K 0.01%
2,733
-121,990
655
$783K 0.01%
20,650
-130,782
656
$763K 0.01%
3,440
-14,340
657
$762K 0.01%
282,116
+33,394
658
$761K 0.01%
11,904
+240
659
$754K 0.01%
42,710
+27,310
660
$754K 0.01%
+29,280
661
$752K 0.01%
12,649
-13,007
662
$745K 0.01%
+8,430
663
$740K 0.01%
27,430
664
$736K 0.01%
18,099
-5,058
665
$731K 0.01%
21,750
666
$720K 0.01%
8,800
-4,500
667
$715K 0.01%
4,419
+2,064
668
$700K 0.01%
+4,853
669
$688K 0.01%
70,690
+38,197
670
$688K 0.01%
+2,804
671
$679K 0.01%
+25,800
672
$676K 0.01%
120,400
+12,400
673
$675K 0.01%
+8,460
674
$675K 0.01%
160,224
+11,111
675
$674K 0.01%
+88,900
25 26
27
28 29