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
$12.6B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$126M
3
+$114M
4
BKNG icon
Booking.com
BKNG
+$112M
5
TGT icon
Target
TGT
+$95.5M

Top Sells

1
+$158M
2
+$140M
3
+$105M
4
GILD icon
Gilead Sciences
GILD
+$88.7M
5
PRU icon
Prudential Financial
PRU
+$88.6M

Sector Composition

1 Technology 26.04%
2 Financials 14.7%
3 Healthcare 14.62%
4 Consumer Discretionary 13.76%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$805K 0.01%
6,361
-226
752
$805K 0.01%
+14,203
753
$804K 0.01%
40,424
+12,383
754
$803K 0.01%
101,144
+61,650
755
$802K 0.01%
+31,744
756
$791K 0.01%
30,726
-42,843
757
$789K 0.01%
+129,539
758
$788K 0.01%
338,244
-317,647
759
$782K 0.01%
+26,445
760
$782K 0.01%
247,480
+84,499
761
$781K 0.01%
+28,453
762
$777K 0.01%
14,627
+10,993
763
$774K 0.01%
187,064
-23,330
764
$774K 0.01%
28,086
-87
765
$764K 0.01%
27,244
-19,115
766
$762K 0.01%
+195,086
767
$749K 0.01%
44,489
-6,600
768
$748K 0.01%
+25,194
769
$744K 0.01%
+256,635
770
$740K 0.01%
2,526
-1,695
771
$739K 0.01%
29,892
-2,294
772
$734K 0.01%
54,422
-15,100
773
$730K 0.01%
+105,409
774
$730K 0.01%
+119
775
$726K 0.01%
55,604
-11,919
29 30
31
32 33