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
751
$1.02M 0.01%
46,815
-836
752
$1.01M 0.01%
26,337
+10,789
753
$1.01M 0.01%
+753,041
754
$1M 0.01%
+131,048
755
$996K 0.01%
16,818
+10,390
756
$991K 0.01%
9,772
-5,230
757
$991K 0.01%
5,287
+4,097
758
$989K 0.01%
+98,344
759
$984K 0.01%
+97,284
760
$966K 0.01%
8,541
761
$958K 0.01%
26,212
-15,963
762
$951K 0.01%
28,334
+5,000
763
$949K 0.01%
96,525
+23,603
764
$949K 0.01%
30,912
-11,912
765
$947K 0.01%
+52,773
766
$938K 0.01%
107,855
-376
767
$936K 0.01%
+234,670
768
$934K 0.01%
+162,981
769
$923K 0.01%
26,998
-36,711
770
$915K 0.01%
58,400
771
$914K 0.01%
35,399
-3,052
772
$909K 0.01%
131,012
773
$903K 0.01%
67,523
-4,020
774
$888K 0.01%
50,044
+20,270
775
$885K 0.01%
9,434
-2,956
29 30
31
32 33