Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$86.3M
2
+$57.9M
3
+$49.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
F icon
Ford
F
+$39.9M

Top Sells

1
+$71M
2
+$53.3M
3
+$38.1M
4
COST icon
Costco
COST
+$34.3M
5
TWTR
Twitter, Inc.
TWTR
+$17.7M

Sector Composition

1 Technology 18.42%
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
676
$663K 0.01%
25,900
+13,650
677
$658K 0.01%
26,134
-2,700
678
$655K 0.01%
14,070
+7,660
679
$651K 0.01%
10,210
-64,547
680
$651K 0.01%
65,546
+36,933
681
$651K 0.01%
111,800
-2,864,121
682
$645K 0.01%
12,620
683
$643K 0.01%
52,401
-103,300
684
$642K 0.01%
16,805
-3,280
685
$641K 0.01%
+197,380
686
$637K 0.01%
28,675
-46,200
687
$635K 0.01%
50,500
-3,200
688
$630K 0.01%
7,857
+4,243
689
$630K 0.01%
22,230
-29,510
690
$626K 0.01%
5,030
-3,900
691
$617K 0.01%
83,651
+10,500
692
$615K 0.01%
+38,034
693
$598K 0.01%
129,199
+97,000
694
$596K 0.01%
+9,880
695
$596K 0.01%
79,744
+47,712
696
$595K 0.01%
96,451
697
$588K 0.01%
25,660
+6,500
698
$582K 0.01%
200,600
+165,800
699
$581K 0.01%
+12,090
700
$579K 0.01%
67,475
+47,416
26 27
28
29 30