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
126
$17.5M 0.21%
876,383
+570,045
127
$17.5M 0.21%
437,388
+184,250
128
$17.5M 0.21%
117,429
-102,667
129
$17.3M 0.21%
307,762
+184,402
130
$17.3M 0.21%
214,777
+146,594
131
$17.2M 0.21%
130,396
+49,120
132
$17.1M 0.21%
311,684
+57,594
133
$17.1M 0.21%
394,761
-34,543
134
$17M 0.21%
125,934
-4,716
135
$16.7M 0.21%
226,255
+36,997
136
$16.6M 0.2%
170,045
+10,508
137
$16.5M 0.2%
79,068
+46,751
138
$16.4M 0.2%
433,696
+63,616
139
$16.3M 0.2%
986,770
+258,590
140
$16.2M 0.2%
673,886
+485,546
141
$16.1M 0.2%
374,926
+51,086
142
$16M 0.2%
371,543
+91,670
143
$15.8M 0.19%
133,560
+123,320
144
$15.7M 0.19%
211,991
+68,491
145
$15.6M 0.19%
210,905
-17,490
146
$15.6M 0.19%
105,057
+45,221
147
$15.5M 0.19%
39,832
+22,297
148
$15.5M 0.19%
414,318
-75,111
149
$15.2M 0.19%
+446,042
150
$15.1M 0.19%
461,690
+129,280
4 5
6
7 8