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
826
$657K 0.01%
29,972
-517
827
$649K 0.01%
19,476
828
$645K 0.01%
8,070
+142
829
$639K ﹤0.01%
4,433
830
$638K ﹤0.01%
4,340
-121
831
$635K ﹤0.01%
14,004
-10,568
832
$630K ﹤0.01%
32,984
-4,226
833
$626K ﹤0.01%
+89,641
834
$624K ﹤0.01%
26,066
-4,444
835
$623K ﹤0.01%
22,723
-11
836
$620K ﹤0.01%
+25,386
837
$620K ﹤0.01%
+4,443
838
$619K ﹤0.01%
+2,297
839
$618K ﹤0.01%
+68,085
840
$615K ﹤0.01%
19,814
+675
841
$614K ﹤0.01%
28,041
+7,076
842
$614K ﹤0.01%
5,869
-13,669
843
$607K ﹤0.01%
+2,796
844
$607K ﹤0.01%
+30,472
845
$604K ﹤0.01%
+11,181
846
$597K ﹤0.01%
+60,880
847
$591K ﹤0.01%
79,197
-3,491
848
$591K ﹤0.01%
+15,655
849
$590K ﹤0.01%
45,256
+18,482
850
$583K ﹤0.01%
+16,307
32 33
34
35 36