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
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$41.3M
3
+$32.7M
4
PAYX icon
Paychex
PAYX
+$32.3M
5
ADM icon
Archer Daniels Midland
ADM
+$28.5M

Top Sells

1
+$42.4M
2
+$38.7M
3
+$35.8M
4
DE icon
Deere & Co
DE
+$34.7M
5
V icon
Visa
V
+$33.1M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.61%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.93M 0.1%
289,569
+39,550
227
$5.89M 0.1%
158,440
+110,170
228
$5.84M 0.1%
72,307
+65,137
229
$5.83M 0.1%
79,050
+55,950
230
$5.67M 0.1%
+115,614
231
$5.63M 0.1%
91,845
+14,870
232
$5.6M 0.1%
987,981
+955,201
233
$5.57M 0.1%
244,400
+31,980
234
$5.57M 0.1%
164,110
-10,840
235
$5.49M 0.09%
276,532
-32,340
236
$5.39M 0.09%
160,912
+42,232
237
$5.38M 0.09%
640,854
+519,514
238
$5.33M 0.09%
159,600
+40,850
239
$5.33M 0.09%
255,822
-48,500
240
$5.29M 0.09%
+277,741
241
$5.27M 0.09%
+194,895
242
$5.25M 0.09%
425,129
-98,730
243
$5.23M 0.09%
+177,472
244
$5.2M 0.09%
497,946
+454,696
245
$5.19M 0.09%
352,851
-45,450
246
$5.16M 0.09%
149,982
-70,070
247
$5.13M 0.09%
30,155
-11,050
248
$5.13M 0.09%
201,761
+49,080
249
$5.09M 0.09%
158,444
-1,953
250
$5.02M 0.09%
+365,552
8 9
10
11 12