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
1026
– –
-214,717
1027
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-26,209
1028
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-13,218
1029
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-52,012
1030
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-183,459
1031
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-47,867
1032
– –
-384,593
1033
– –
-21,542
1034
– –
-28,922
1035
– –
-42,903
1036
– –
-43,588
1037
– –
-54,200
1038
– –
-7,909
1039
– –
-205,897
1040
– –
-20,335
1041
– –
-36,500
1042
– –
-19,445
1043
– –
-62,225
1044
– –
-64,652
1045
– –
-110,310
1046
– –
-256,626
1047
– –
-77,784
1048
– –
-18,700
1049
– –
-35,500
1050
– –
-188,723
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