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
801
$611K ﹤0.01%
49,792
+5,502
802
$609K ﹤0.01%
17,599
-2,386
803
$608K ﹤0.01%
30,810
-16,005
804
$606K ﹤0.01%
+17,803
805
$606K ﹤0.01%
43,325
+22,973
806
$603K ﹤0.01%
61,824
-52,414
807
$600K ﹤0.01%
20,190
-411
808
$599K ﹤0.01%
19,476
809
$599K ﹤0.01%
102,592
-127,747
810
$595K ﹤0.01%
+7,912
811
$582K ﹤0.01%
+9,481
812
$581K ﹤0.01%
+61,510
813
$575K ﹤0.01%
69,765
-50,203
814
$571K ﹤0.01%
131,012
815
$569K ﹤0.01%
19,530
-284
816
$558K ﹤0.01%
22,380
-4,184
817
$540K ﹤0.01%
8,695
-38,239
818
$538K ﹤0.01%
77,301
+53,028
819
$538K ﹤0.01%
244,716
-28,927
820
$537K ﹤0.01%
+60,675
821
$531K ﹤0.01%
+9,331
822
$528K ﹤0.01%
55,621
-3,144
823
$526K ﹤0.01%
+13,230
824
$526K ﹤0.01%
78,311
+2,525
825
$526K ﹤0.01%
14,348
-11,864
31 32
33
34 35