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
$5.03B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$41.2M
3
+$35.4M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$23M

Top Sells

1
+$27.2M
2
+$24.7M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.2M

Sector Composition

1 Financials 18.66%
2 Technology 17.43%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.43M 0.09%
300,445
-10,000
227
$4.36M 0.09%
131,105
228
$4.35M 0.09%
121,020
-1,770
229
$4.29M 0.09%
178,843
-33,295
230
$4.18M 0.08%
+473,635
231
$4.16M 0.08%
71,761
+6,981
232
$4.07M 0.08%
80,709
-82,592
233
$4.03M 0.08%
+169,002
234
$4.01M 0.08%
252,867
-296,999
235
$4M 0.08%
88,810
-83,461
236
$3.96M 0.08%
183,375
-29,904
237
$3.93M 0.08%
66,442
+24,300
238
$3.87M 0.08%
82,259
-3,680
239
$3.87M 0.08%
210,090
+128,120
240
$3.86M 0.08%
94,320
-1,160
241
$3.86M 0.08%
80,341
-970
242
$3.85M 0.08%
115,302
-145,993
243
$3.8M 0.08%
161,674
-92,211
244
$3.76M 0.07%
84,205
245
$3.76M 0.07%
274,483
-30,783
246
$3.72M 0.07%
102,711
-12,311
247
$3.7M 0.07%
50,905
+500
248
$3.7M 0.07%
40,050
-206,438
249
$3.69M 0.07%
427,794
250
$3.68M 0.07%
205,020
-111,600
8 9
10
11 12