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
876
$471K ﹤0.01%
7,769
-43,796
877
$466K ﹤0.01%
20,699
-6,918
878
$463K ﹤0.01%
+361,634
879
$461K ﹤0.01%
+66,153
880
$460K ﹤0.01%
64,644
+52,813
881
$452K ﹤0.01%
18,697
+155
882
$451K ﹤0.01%
+245,198
883
$451K ﹤0.01%
23,611
-99,288
884
$449K ﹤0.01%
174,656
-4,422
885
$438K ﹤0.01%
15,031
-154,938
886
$437K ﹤0.01%
15,998
-46,285
887
$427K ﹤0.01%
26,258
-20,125
888
$425K ﹤0.01%
+21,205
889
$423K ﹤0.01%
6,480
890
$422K ﹤0.01%
270,466
-4,077
891
$412K ﹤0.01%
+7,890
892
$410K ﹤0.01%
+99,010
893
$407K ﹤0.01%
28,041
+7,298
894
$406K ﹤0.01%
+19,763
895
$405K ﹤0.01%
11,861
-304
896
$399K ﹤0.01%
9,156
-7,051
897
$395K ﹤0.01%
+17,024
898
$394K ﹤0.01%
20,237
-18,644
899
$387K ﹤0.01%
22,079
-3,294
900
$375K ﹤0.01%
3,847
+244
34 35
36
37 38