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
876
$76K ﹤0.01%
13,951
-4,200
877
$75K ﹤0.01%
3,054
-1,239
878
$75K ﹤0.01%
10,488
-9,785
879
$74K ﹤0.01%
+6
880
$74K ﹤0.01%
28,627
-47,747
881
$73K ﹤0.01%
10,550
882
$72K ﹤0.01%
+10,053
883
$66K ﹤0.01%
+2,445
884
$66K ﹤0.01%
88
-56
885
$64K ﹤0.01%
+6,448
886
$64K ﹤0.01%
10,001
-15,797
887
$59K ﹤0.01%
43,194
-43,700
888
$59K ﹤0.01%
2,974
-670
889
$59K ﹤0.01%
12,898
890
$58K ﹤0.01%
39,866
891
$57K ﹤0.01%
62,498
+49,489
892
– –
0
893
$53K ﹤0.01%
+1,559
894
$52K ﹤0.01%
7,254
-873
895
$52K ﹤0.01%
23,682
-11,860
896
$51K ﹤0.01%
10,705
-26,492
897
$51K ﹤0.01%
+12,400
898
$43K ﹤0.01%
10,600
-1,000
899
$42K ﹤0.01%
7,140
-21,813
900
$39K ﹤0.01%
36,852
34 35
36
37 38