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
151
$15M 0.18%
119,638
-119,235
152
$15M 0.18%
332,035
+112,105
153
$14.9M 0.18%
340,429
+46,670
154
$14.8M 0.18%
238,519
+42,442
155
$14.5M 0.18%
296,045
-10,350
156
$14.3M 0.18%
493,308
+856
157
$14.3M 0.18%
185,450
+74,780
158
$14.1M 0.17%
137,962
-10,097
159
$14.1M 0.17%
469,007
+107
160
$14.1M 0.17%
454,381
+83,070
161
$14M 0.17%
396,502
-24,103
162
$14M 0.17%
86,030
+13,040
163
$14M 0.17%
706,464
+270,474
164
$13.8M 0.17%
452,480
+99,310
165
$13.7M 0.17%
90,576
-31,754
166
$13.7M 0.17%
206,886
+25,196
167
$13.6M 0.17%
196,169
+68,948
168
$13.3M 0.16%
235,554
-20,522
169
$13M 0.16%
212,160
+37,254
170
$12.9M 0.16%
662,259
+247,737
171
$12.9M 0.16%
870,350
+114,960
172
$12.8M 0.16%
932,217
+460,986
173
$12.8M 0.16%
634,545
+503,709
174
$12.8M 0.16%
668,922
+82,275
175
$12.8M 0.16%
911,589
-163,006
5 6
7
8 9