Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$86.3M
2
+$57.9M
3
+$49.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
F icon
Ford
F
+$39.9M

Top Sells

1
+$71M
2
+$53.3M
3
+$38.1M
4
COST icon
Costco
COST
+$34.3M
5
TWTR
Twitter, Inc.
TWTR
+$17.7M

Sector Composition

1 Technology 18.42%
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
1051
– –
-36,500
1052
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-11,682
1053
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-358,498
1054
– –
-19,445
1055
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-62,225
1056
– –
-64,652
1057
– –
-110,310
1058
– –
-256,626
1059
– –
-77,784
1060
– –
-10,860
1061
– –
-7,410
1062
– –
-18,700
1063
– –
-35,500
1064
– –
-188,723
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