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
1001
– –
-26,200
1002
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-17,708
1003
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-1,914
1004
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-182,050
1005
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-72,160
1006
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-354,514
1007
– –
-15,052
1008
– –
-5,140
1009
– –
-5,450
1010
– –
-10,150
1011
– –
-11,740
1012
– –
-12,370
1013
– –
-143,400
1014
– –
-17,650
1015
– –
-7,190
1016
– –
-12,845
1017
– –
-15,517
1018
– –
-100,885
1019
– –
-6,380
1020
– –
-205,322
1021
– –
-18,987
1022
– –
-73,320
1023
– –
-4,760
1024
– –
-13,791
1025
– –
-41,587
39 40
41
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