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
51
$34.3M 0.42%
233,071
+55,656
52
$34M 0.42%
2,216,140
-332,405
53
$33.9M 0.42%
211,916
+57,362
54
$33.8M 0.41%
945,144
-14,448
55
$33.6M 0.41%
350,924
+41,120
56
$33.5M 0.41%
283,200
+138,780
57
$33.4M 0.41%
405,172
+57,632
58
$32.9M 0.4%
493,430
-17,633
59
$32.9M 0.4%
869,222
+551,912
60
$32.8M 0.4%
441,978
+85,136
61
$32.6M 0.4%
172,804
+43,204
62
$32.6M 0.4%
330,515
+35,531
63
$32.6M 0.4%
1,316,077
+320,580
64
$32.5M 0.4%
78,856
+14,616
65
$31.8M 0.39%
494,956
+67,911
66
$31.7M 0.39%
368,570
+27,240
67
$31.7M 0.39%
67,145
+18,463
68
$31.6M 0.39%
168,121
+79,686
69
$30.9M 0.38%
779,468
+145,748
70
$29.5M 0.36%
350,004
+119,190
71
$29.3M 0.36%
546,514
-13,100
72
$29.3M 0.36%
424,040
+5,240
73
$29.1M 0.36%
261,825
+61,001
74
$28.9M 0.35%
230,216
+98,926
75
$28.5M 0.35%
1,294,906
+327,988
1 2
3
4 5