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
701
$1.25M 0.01%
39,812
-30,335
702
$1.25M 0.01%
36,803
+969
703
$1.25M 0.01%
4,566
-9,206
704
$1.24M 0.01%
247,095
-298,965
705
$1.24M 0.01%
177,334
-71,643
706
$1.24M 0.01%
31,611
-75,024
707
$1.24M 0.01%
58,858
+48,345
708
$1.24M 0.01%
+114,238
709
$1.24M 0.01%
27,793
-69,097
710
$1.23M 0.01%
41,967
-61,603
711
$1.23M 0.01%
247,736
-1,757
712
$1.23M 0.01%
12,195
-19,832
713
$1.22M 0.01%
42,509
+20,573
714
$1.22M 0.01%
31,046
-5,980
715
$1.2M 0.01%
+82,042
716
$1.2M 0.01%
43,711
-2,457
717
$1.2M 0.01%
9,748
+8,208
718
$1.19M 0.01%
70,282
+2,353
719
$1.19M 0.01%
35,924
-2,791
720
$1.18M 0.01%
17,133
+8,826
721
$1.18M 0.01%
+208,745
722
$1.18M 0.01%
80,621
+26,108
723
$1.18M 0.01%
59,959
-458
724
$1.17M 0.01%
39,503
-84,542
725
$1.17M 0.01%
12,464
-2
27 28
29
30 31