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
776
$878K 0.01%
63,520
-2,931
777
$875K 0.01%
83,215
+14,779
778
$871K 0.01%
26,564
-2,484,126
779
$870K 0.01%
51,089
+1,695
780
$870K 0.01%
148,948
+18,222
781
$866K 0.01%
+15,198
782
$853K 0.01%
28,701
-159
783
$843K 0.01%
63,873
-5,808
784
$843K 0.01%
95,767
785
$842K 0.01%
278,031
-37,835
786
$832K 0.01%
+43,873
787
$822K 0.01%
60,282
+64
788
$811K 0.01%
26,007
+2,606
789
$810K 0.01%
22,342
790
$809K 0.01%
50,999
-1,554
791
$806K 0.01%
199,830
-2,990,870
792
$793K 0.01%
18,960
+14,440
793
$786K 0.01%
31,789
794
$778K 0.01%
32,186
-386
795
$775K 0.01%
190,992
-11,004
796
$773K 0.01%
19,923
-721
797
$762K 0.01%
50,026
-97,693
798
$751K 0.01%
8,707
+746
799
$751K 0.01%
+13,188
800
$746K 0.01%
77,051
-342,554
30 31
32
33 34