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
176
$12.7M 0.16%
420,474
-36,456
177
$12.4M 0.15%
6,311
-482
178
$12.4M 0.15%
305,761
+239,621
179
$12.4M 0.15%
319,995
+66,000
180
$12.3M 0.15%
126,822
+10,570
181
$12.3M 0.15%
185,124
-26,622
182
$12.3M 0.15%
175,398
-150
183
$12.2M 0.15%
496,196
-17,516
184
$12.2M 0.15%
+89,822
185
$12.1M 0.15%
609,348
+39,990
186
$12.1M 0.15%
318,202
+130,732
187
$12M 0.15%
56,855
-1,110
188
$12M 0.15%
404,012
+40,966
189
$11.8M 0.14%
1,618,698
+243,730
190
$11.7M 0.14%
360,297
+106,048
191
$11.6M 0.14%
248,883
-6,227
192
$11.4M 0.14%
405,988
+52,213
193
$11.3M 0.14%
238,344
-3,240
194
$11.3M 0.14%
233,332
+45,969
195
$11.2M 0.14%
14,093
+77
196
$11.2M 0.14%
125,287
-6,316
197
$11.1M 0.14%
1,356,351
+973,339
198
$11.1M 0.14%
653,276
+296,180
199
$11M 0.14%
126,284
+3,054
200
$11M 0.14%
113,491
-6,949
6 7
8
9 10