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
$12.6B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$126M
3
+$114M
4
BKNG icon
Booking.com
BKNG
+$112M
5
TGT icon
Target
TGT
+$95.5M

Top Sells

1
+$158M
2
+$140M
3
+$105M
4
GILD icon
Gilead Sciences
GILD
+$88.7M
5
PRU icon
Prudential Financial
PRU
+$88.6M

Sector Composition

1 Technology 25.72%
2 Financials 14.7%
3 Healthcare 14.62%
4 Consumer Discretionary 13.76%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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-8,541
1004
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1005
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1006
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-88,077
1007
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-2,656
1008
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-127,762
1009
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-30,352
1010
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-29,625
1011
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-300,420
1012
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-52,280
1013
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-9,425,713
1014
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-89,641
1015
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-167,350
1016
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-587,094
1017
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-899,357
1018
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-32,793
1019
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1020
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1021
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-433,242
1022
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-15,031
1023
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-123,763
1024
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-592,963
1025
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-7,615
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