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
851
$579K ﹤0.01%
239,174
+68,551
852
$577K ﹤0.01%
+20,352
853
$573K ﹤0.01%
+4,086
854
$570K ﹤0.01%
7,660
+96
855
$551K ﹤0.01%
+75,786
856
$545K ﹤0.01%
6,587
-13,146
857
$545K ﹤0.01%
273,643
+98,626
858
$542K ﹤0.01%
5,065
-129,126
859
$537K ﹤0.01%
1,918
-699
860
$537K ﹤0.01%
+216,455
861
$535K ﹤0.01%
+57,326
862
$534K ﹤0.01%
202,247
-61,588
863
$530K ﹤0.01%
23,113
-10,990
864
$529K ﹤0.01%
16,478
-297,175
865
$525K ﹤0.01%
6,319
-15,471
866
$513K ﹤0.01%
27,399
-88,581
867
$511K ﹤0.01%
+19,160
868
$502K ﹤0.01%
+4,567
869
$500K ﹤0.01%
23,053
-1,191
870
$494K ﹤0.01%
5,853
-83,499
871
$490K ﹤0.01%
+6,991
872
$483K ﹤0.01%
81,276
-8,684
873
$478K ﹤0.01%
22,467
+2,363
874
$478K ﹤0.01%
+29,167
875
$474K ﹤0.01%
39,494
-1,872
33 34
35
36 37