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
801
$739K 0.01%
+27,234
802
$729K 0.01%
40,771
-3,202
803
$728K 0.01%
20,297
804
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19,985
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805
$722K 0.01%
6,443
806
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5,495
-28
807
$716K 0.01%
22,536
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8,672
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20,358
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810
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22,827
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58,765
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$705K 0.01%
7,821
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$683K 0.01%
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814
$680K 0.01%
28,173
-3,899
815
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816
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817
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818
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38,264
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111,350
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14,833
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821
$665K 0.01%
81,142
-376,563
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$664K 0.01%
+6,197
823
$663K 0.01%
1,678
+23
824
$659K 0.01%
72,171
-17,347
825
$658K 0.01%
20,601
+243
31 32
33
34 35