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
$12.6B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$126M
3
+$114M
4
BKNG icon
Booking.com
BKNG
+$112M
5
TGT icon
Target
TGT
+$95.5M

Top Sells

1
+$158M
2
+$140M
3
+$105M
4
GILD icon
Gilead Sciences
GILD
+$88.7M
5
PRU icon
Prudential Financial
PRU
+$88.6M

Sector Composition

1 Technology 26.04%
2 Financials 14.7%
3 Healthcare 14.62%
4 Consumer Discretionary 13.76%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.06M 0.01%
+96,893
702
$1.05M 0.01%
+48,079
703
$1.05M 0.01%
+165,470
704
$1.04M 0.01%
103,595
+82,135
705
$1.03M 0.01%
23,839
-727
706
$1.01M 0.01%
50,071
-11,652
707
$1.01M 0.01%
54,739
-5,220
708
$1.01M 0.01%
+9,887
709
$1M 0.01%
334,032
-247,116
710
$1M 0.01%
26,589
-409
711
$995K 0.01%
88,022
+61,764
712
$991K 0.01%
51,279
-7,771
713
$989K 0.01%
179,227
-269,220
714
$978K 0.01%
103,585
-54,560
715
$978K 0.01%
+528,565
716
$976K 0.01%
41,851
-62,801
717
$966K 0.01%
+24,160
718
$955K 0.01%
57,975
-70,582
719
$953K 0.01%
58,400
720
$948K 0.01%
+67,743
721
$946K 0.01%
+245,135
722
$942K 0.01%
113,483
-479,884
723
$916K 0.01%
58,359
-12,421
724
$913K 0.01%
19,722
-3,969
725
$911K 0.01%
15,498
+3,529
27 28
29
30 31