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
651
$1.61M 0.01%
+28,968
652
$1.61M 0.01%
+23,508
653
$1.59M 0.01%
167,350
+46,564
654
$1.59M 0.01%
80,284
-789
655
$1.58M 0.01%
+305,969
656
$1.58M 0.01%
158,145
+14,412
657
$1.57M 0.01%
107,655
+2,356
658
$1.57M 0.01%
+378,714
659
$1.57M 0.01%
8,826
+2,535
660
$1.57M 0.01%
73,569
-435
661
$1.57M 0.01%
215,051
-189,906
662
$1.56M 0.01%
202,354
-2,900
663
$1.54M 0.01%
+52,280
664
$1.51M 0.01%
+13,382
665
$1.51M 0.01%
22,425
+15,111
666
$1.5M 0.01%
277,724
-723,254
667
$1.5M 0.01%
40,761
+4,173
668
$1.5M 0.01%
54,569
+24,423
669
$1.47M 0.01%
61,723
+1,073
670
$1.47M 0.01%
52,653
+15,885
671
$1.47M 0.01%
56,361
+57
672
$1.47M 0.01%
8,612
-1,011
673
$1.45M 0.01%
92,120
-476,650
674
$1.45M 0.01%
72,051
-14,848
675
$1.43M 0.01%
+69,876
25 26
27
28 29