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
726
$1.15M 0.01%
230,339
-7,956
727
$1.15M 0.01%
48,531
+30,876
728
$1.14M 0.01%
+8,226
729
$1.14M 0.01%
56,409
+186
730
$1.14M 0.01%
40,060
+3,019
731
$1.13M 0.01%
+2,103
732
$1.11M 0.01%
30,855
-14,303
733
$1.11M 0.01%
+103,716
734
$1.1M 0.01%
51,888
-17,821
735
$1.1M 0.01%
72,390
-326,290
736
$1.08M 0.01%
69,522
-951
737
$1.08M 0.01%
103,926
-804,139
738
$1.08M 0.01%
310,451
-156,859
739
$1.08M 0.01%
8,045
-62,254
740
$1.08M 0.01%
+8,540
741
$1.08M 0.01%
23,691
-723
742
$1.06M 0.01%
17,803
-5,858
743
$1.06M 0.01%
210,394
-31,854
744
$1.06M 0.01%
11,793
-3,581
745
$1.06M 0.01%
131,468
-59,336
746
$1.05M 0.01%
39,564
-14,047
747
$1.03M 0.01%
163,778
748
$1.03M 0.01%
36,948
-390
749
$1.03M 0.01%
+3,981
750
$1.02M 0.01%
24,566
+848
28 29
30
31 32