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
201
$11M 0.14%
934,485
+706,846
202
$10.6M 0.13%
225,044
-49,910
203
$10.5M 0.13%
325,491
-14,283
204
$10.4M 0.13%
179,080
+172,920
205
$10.4M 0.13%
108,022
+6,968
206
$10.3M 0.13%
113,929
-20,450
207
$10.2M 0.13%
297,450
+39,580
208
$10.2M 0.12%
537,738
+12,601
209
$10.1M 0.12%
434,278
+93
210
$10M 0.12%
36,864
+6,036
211
$9.99M 0.12%
54,504
+18,483
212
$9.79M 0.12%
239,370
+30,444
213
$9.77M 0.12%
54,855
-5,162
214
$9.73M 0.12%
58,820
-4,459
215
$9.72M 0.12%
214,378
+34,140
216
$9.67M 0.12%
38,101
-786
217
$9.65M 0.12%
173,222
+59,138
218
$9.64M 0.12%
+44,777
219
$9.53M 0.12%
98,535
-36,885
220
$9.48M 0.12%
178,732
+14,288
221
$9.46M 0.12%
236,476
+62,100
222
$9.4M 0.12%
156,840
+44,770
223
$9.39M 0.12%
372,041
+32,315
224
$9.32M 0.11%
453,106
+132,420
225
$9.27M 0.11%
359,577
+92,543
7 8
9
10 11