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
$8.15B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$58.8M
3
+$50.3M
4
GILD icon
Gilead Sciences
GILD
+$46.4M
5
F icon
Ford
F
+$38.4M

Top Sells

1
+$75.5M
2
+$53.3M
3
+$38.1M
4
COST icon
Costco
COST
+$35.1M
5
TWTR
Twitter, Inc.
TWTR
+$17.8M

Sector Composition

1 Technology 18.41%
2 Financials 17.1%
3 Consumer Discretionary 13.09%
4 Healthcare 12.19%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$57K ﹤0.01%
27,933
902
$50K ﹤0.01%
411
-63
903
$48K ﹤0.01%
8,249
-2,945
904
– –
0
905
$46K ﹤0.01%
+1,151
906
$45K ﹤0.01%
525
-1,497
907
$36K ﹤0.01%
3,389
+20
908
$26K ﹤0.01%
+1,824
909
– –
-286,830
910
– –
-170,908
911
– –
-409,897
912
– –
-1,008,530
913
– –
-53,310
914
– –
-1,820
915
– –
-33,939
916
– –
-21,274
917
– –
-132,695
918
– –
-27,650
919
– –
-22,594
920
– –
-10,860
921
– –
-7,410
922
– –
-22,000
923
– –
-22,459
924
– –
-16,341
925
– –
-12,500
35 36
37
38 39