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
676
$1.42M 0.01%
14,807
+2
677
$1.41M 0.01%
34,283
+534
678
$1.4M 0.01%
86,869
-41,191
679
$1.4M 0.01%
147,222
-3,412
680
$1.39M 0.01%
32,793
+23,213
681
$1.39M 0.01%
96,334
-224,140
682
$1.38M 0.01%
14,962
+13,233
683
$1.38M 0.01%
66,776
+12,877
684
$1.38M 0.01%
34,734
-12,840
685
$1.36M 0.01%
30,887
686
$1.35M 0.01%
59,050
687
$1.34M 0.01%
30,485
-424
688
$1.34M 0.01%
512,244
-21,223
689
$1.34M 0.01%
80,362
-67,015
690
$1.34M 0.01%
444,468
-30,719
691
$1.32M 0.01%
51,436
+22,515
692
$1.32M 0.01%
194,686
-13,420
693
$1.31M 0.01%
62,584
+53,713
694
$1.3M 0.01%
158,475
+55,635
695
$1.28M 0.01%
13,615
+10,895
696
$1.28M 0.01%
119,968
+3,922
697
$1.27M 0.01%
70,780
+60,253
698
$1.25M 0.01%
8,604
-22,670
699
$1.25M 0.01%
4,221
700
$1.25M 0.01%
151,658
+113,741
26 27
28
29 30