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
701
$572K 0.01%
27,702
-118,243
702
$567K 0.01%
11,070
+6,410
703
$564K 0.01%
9,787
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704
$558K 0.01%
235,305
-18,800
705
$554K 0.01%
65,500
706
$553K 0.01%
85,866
707
$549K 0.01%
64,339
+22,900
708
$548K 0.01%
+10,860
709
$546K 0.01%
69,762
+53,562
710
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22,503
711
$535K 0.01%
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712
$533K 0.01%
5,900
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713
$528K 0.01%
1,612
-2,120
714
$525K 0.01%
10,940
715
$517K 0.01%
16,245
716
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4,720
-44,260
717
$509K 0.01%
9,051
-43,688
718
$507K 0.01%
86,300
+47,000
719
$497K 0.01%
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720
$490K 0.01%
53,800
-373,537
721
$489K 0.01%
+80,627
722
$485K 0.01%
122,042
+61,875
723
$476K 0.01%
+16,930
724
$470K 0.01%
121,243
+82,983
725
$464K 0.01%
29,710
-22,080
27 28
29
30 31