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
726
$462K 0.01%
+30,754
727
$459K 0.01%
+16,803
728
$459K 0.01%
+31,929
729
$458K 0.01%
13,624
+6,848
730
$453K 0.01%
14,260
731
$451K 0.01%
18,235
-6,410
732
$450K 0.01%
+43,400
733
$449K 0.01%
+23,200
734
$444K 0.01%
15,542
-628
735
$443K 0.01%
9,779
-247,172
736
$443K 0.01%
+20,700
737
$441K 0.01%
+9,610
738
$437K 0.01%
19,952
-222,266
739
$435K 0.01%
+23,350
740
$426K 0.01%
6,433
+614
741
$425K 0.01%
1,556
-460
742
$424K 0.01%
11,750
-15,329
743
$423K 0.01%
20,766
-10,722
744
$412K 0.01%
13,496
-4,100
745
$411K 0.01%
33,615
+2,000
746
$411K 0.01%
45,147
+27,071
747
$407K 0.01%
14,391
-2,492
748
$402K ﹤0.01%
+78,600
749
$401K ﹤0.01%
+3,922
750
$398K ﹤0.01%
33,410
28 29
30
31 32