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
751
$387K ﹤0.01%
82,260
+45,051
752
$386K ﹤0.01%
98,250
+85,000
753
$379K ﹤0.01%
+23,700
754
$379K ﹤0.01%
37,608
+3
755
$377K ﹤0.01%
15,393
-24,238
756
$377K ﹤0.01%
6,890
757
$364K ﹤0.01%
+46,180
758
$363K ﹤0.01%
114,211
+28,315
759
$361K ﹤0.01%
9,100
-2,993
760
$358K ﹤0.01%
10,720
+1,840
761
$352K ﹤0.01%
+16,318
762
$352K ﹤0.01%
67,260
-31,166
763
$346K ﹤0.01%
21,680
-2,980
764
$345K ﹤0.01%
+6,742
765
$345K ﹤0.01%
11,249
-1,977
766
$344K ﹤0.01%
10,652
-856
767
$344K ﹤0.01%
82,624
+1,000
768
$326K ﹤0.01%
38,782
+3,100
769
$324K ﹤0.01%
1,006
-579
770
$319K ﹤0.01%
17,425
771
$318K ﹤0.01%
34,237
+3,838
772
$318K ﹤0.01%
3,080
-1,160
773
$316K ﹤0.01%
8,116
774
$311K ﹤0.01%
24,900
-27,300
775
$299K ﹤0.01%
4,823
-18,216
29 30
31
32 33