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
101
$21.9M 0.27%
297,465
+292,165
102
$21.9M 0.27%
490,189
+178,702
103
$21.7M 0.27%
290,465
-33,398
104
$21.6M 0.27%
622,735
+245,640
105
$21.2M 0.26%
139,162
+58,977
106
$21.1M 0.26%
164,986
+13,642
107
$21.1M 0.26%
201,976
+29,320
108
$21M 0.26%
502,587
+31,774
109
$20.9M 0.26%
+138,428
110
$20.1M 0.25%
261,254
+16,981
111
$20.1M 0.25%
407,761
+228,737
112
$20M 0.25%
761,614
+293,480
113
$19.8M 0.24%
279,984
+246,660
114
$19.4M 0.24%
320,457
+31,828
115
$19.4M 0.24%
782,035
+471,297
116
$19.1M 0.23%
465,352
-294,620
117
$19M 0.23%
230,700
+67,270
118
$18.7M 0.23%
339,119
+83,911
119
$18.6M 0.23%
347,425
+110,930
120
$18.6M 0.23%
212,446
+77,031
121
$18.3M 0.22%
398,070
+43,877
122
$18.2M 0.22%
205,942
+22,788
123
$18.1M 0.22%
244,134
+89,806
124
$18M 0.22%
479,069
+321,155
125
$18M 0.22%
411,208
-30,282
3 4
5
6 7