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
$4.95B
AUM Growth
-$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$26.7M
3
+$24.3M
4
QCOM icon
Qualcomm
QCOM
+$22.3M
5
COST icon
Costco
COST
+$18.4M

Top Sells

1
+$41.8M
2
+$40.7M
3
+$37.4M
4
AMD icon
Advanced Micro Devices
AMD
+$30.6M
5
PM icon
Philip Morris
PM
+$26.9M

Sector Composition

1 Technology 20.5%
2 Financials 17.69%
3 Healthcare 13.21%
4 Industrials 11.82%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$116K ﹤0.01%
10,282
-400
852
$114K ﹤0.01%
10,200
853
$114K ﹤0.01%
55,429
-2,376
854
$112K ﹤0.01%
+45,117
855
$112K ﹤0.01%
23,490
-900
856
$111K ﹤0.01%
10,590
-680
857
$109K ﹤0.01%
64,176
-400
858
$108K ﹤0.01%
22,359
-40,971
859
$107K ﹤0.01%
+4,080
860
$107K ﹤0.01%
22,203
-3,600
861
$103K ﹤0.01%
3,176
-2,095
862
$101K ﹤0.01%
+1,606
863
$99K ﹤0.01%
14,624
864
$94K ﹤0.01%
+31,042
865
$92K ﹤0.01%
+11,769
866
$91K ﹤0.01%
1,201
-193
867
$91K ﹤0.01%
969
-589
868
$89K ﹤0.01%
+22,300
869
$87K ﹤0.01%
+22,326
870
$83K ﹤0.01%
+24,100
871
$80K ﹤0.01%
1,432
-1,001
872
$78K ﹤0.01%
84,345
873
$78K ﹤0.01%
6,750
-2,130
874
$77K ﹤0.01%
10,517
-11,188
875
$77K ﹤0.01%
+6,618
33 34
35
36 37