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
76
$28.1M 0.35%
200,265
+53,085
77
$27.3M 0.33%
799,813
+238,943
78
$27.2M 0.33%
332,424
-20,685
79
$27M 0.33%
82,549
+81,825
80
$27M 0.33%
363,150
+164,703
81
$26.7M 0.33%
651,038
+126,846
82
$26.7M 0.33%
600,377
+210,192
83
$26.7M 0.33%
592,281
+54,947
84
$26M 0.32%
494,545
+101,963
85
$25.4M 0.31%
208,053
+52,909
86
$25.4M 0.31%
231,300
+55,974
87
$25.2M 0.31%
459,104
+28,710
88
$25M 0.31%
531,813
+61,036
89
$24.8M 0.31%
372,424
+197,533
90
$24.7M 0.3%
1,850,087
+340,077
91
$24.6M 0.3%
2,237,636
+775,087
92
$24.3M 0.3%
608,170
+203,300
93
$23.9M 0.29%
1,362,090
+269,800
94
$23.8M 0.29%
922,130
+876,590
95
$23.7M 0.29%
438,217
+39,224
96
$23.3M 0.29%
252,040
+16,070
97
$22.8M 0.28%
430,894
+104,652
98
$22.7M 0.28%
875,654
+543,812
99
$22.7M 0.28%
93,512
-9,364
100
$22.2M 0.27%
122,549
+30,060
2 3
4
5 6