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
251
$4.93M 0.08%
80,520
-10,870
252
$4.86M 0.08%
181,876
+54,400
253
$4.85M 0.08%
125,690
-297,126
254
$4.84M 0.08%
408,689
-52,900
255
$4.83M 0.08%
102,530
-12,240
256
$4.76M 0.08%
107,006
-90,914
257
$4.68M 0.08%
100,229
+78,590
258
$4.67M 0.08%
308,120
-286,638
259
$4.66M 0.08%
495,814
+469,974
260
$4.65M 0.08%
163,829
+153,593
261
$4.64M 0.08%
162,210
-496,170
262
$4.6M 0.08%
225,900
-91,600
263
$4.57M 0.08%
+66,130
264
$4.57M 0.08%
163,588
-603,312
265
$4.51M 0.08%
109,441
+1,130
266
$4.49M 0.08%
91,340
267
$4.49M 0.08%
+65,210
268
$4.47M 0.08%
810,602
-29,100
269
$4.42M 0.08%
+131,360
270
$4.39M 0.08%
124,400
+65,480
271
$4.36M 0.07%
319,800
-325,930
272
$4.32M 0.07%
188,037
+43,850
273
$4.32M 0.07%
213,590
-101,960
274
$4.3M 0.07%
+75,533
275
$4.22M 0.07%
28,715
+1,231
9 10
11
12 13