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
801
$267K ﹤0.01%
60,600
802
$266K ﹤0.01%
24,707
-22,694
803
$257K ﹤0.01%
17,513
804
$255K ﹤0.01%
+49,850
805
$254K ﹤0.01%
+14,930
806
$250K ﹤0.01%
467
-4,595
807
$249K ﹤0.01%
2,910
-10,960
808
$248K ﹤0.01%
2,650
-5,900
809
$246K ﹤0.01%
+363,037
810
$244K ﹤0.01%
20,400
811
$244K ﹤0.01%
+10,374
812
$242K ﹤0.01%
6,116
-559
813
$236K ﹤0.01%
13,300
-40,530
814
$235K ﹤0.01%
+6,420
815
$235K ﹤0.01%
3,470
-64,258
816
$232K ﹤0.01%
12,700
817
$231K ﹤0.01%
4,030
818
$231K ﹤0.01%
+6,400
819
$230K ﹤0.01%
6,290
-4,997
820
$226K ﹤0.01%
42,213
+500
821
$226K ﹤0.01%
48,140
-1,500
822
$224K ﹤0.01%
10,889
-2,000
823
$223K ﹤0.01%
+98,300
824
$222K ﹤0.01%
14,436
825
$222K ﹤0.01%
+722
31 32
33
34 35