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
826
$525K ﹤0.01%
11,246
-22,722
827
$524K ﹤0.01%
22,702
-351
828
$521K ﹤0.01%
+15,152
829
$519K ﹤0.01%
22,316
-407
830
$516K ﹤0.01%
17,234
-5,302
831
$506K ﹤0.01%
15,344
-18,939
832
$497K ﹤0.01%
234,400
-518,641
833
$495K ﹤0.01%
60,901
-18,296
834
$478K ﹤0.01%
54,026
-57,324
835
$478K ﹤0.01%
22,148
+17,146
836
$472K ﹤0.01%
63,381
-138,973
837
$471K ﹤0.01%
12,075
+214
838
$457K ﹤0.01%
+5,809
839
$452K ﹤0.01%
4,911
+2,987
840
$448K ﹤0.01%
+15,596
841
$445K ﹤0.01%
+261,704
842
$439K ﹤0.01%
601,077
+384,622
843
$433K ﹤0.01%
64,959
-1,194
844
$432K ﹤0.01%
15,835
-12,866
845
$423K ﹤0.01%
14,188
-478,989
846
$418K ﹤0.01%
+100,809
847
$417K ﹤0.01%
+25,912
848
$416K ﹤0.01%
106,939
-170,785
849
$415K ﹤0.01%
+28,572
850
$413K ﹤0.01%
34,647
-46,495
32 33
34
35 36