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
251
$3.67M 0.07%
213,020
+39,370
252
$3.64M 0.07%
+30,840
253
$3.57M 0.07%
55,352
+33,739
254
$3.56M 0.07%
127,208
+20,910
255
$3.49M 0.07%
162,972
+11,100
256
$3.43M 0.07%
104,929
+9,530
257
$3.42M 0.07%
213,391
-160,251
258
$3.39M 0.07%
75,500
-333,032
259
$3.39M 0.07%
+82,838
260
$3.36M 0.07%
72,843
261
$3.31M 0.07%
810,430
+198,930
262
$3.29M 0.07%
253,064
+133,931
263
$3.28M 0.07%
159,740
-3,370
264
$3.28M 0.07%
69,240
-150
265
$3.27M 0.07%
62,449
+2,050
266
$3.22M 0.06%
25,160
-7,541
267
$3.21M 0.06%
90,904
-56,790
268
$3.18M 0.06%
287,590
+108,900
269
$3.17M 0.06%
267,810
-1,286,950
270
$3.15M 0.06%
52,430
+12,600
271
$3.13M 0.06%
+33,723
272
$3.12M 0.06%
50,596
273
$3.09M 0.06%
162,300
-37,600
274
$3.08M 0.06%
77,580
+29,060
275
$3.01M 0.06%
+110,250
9 10
11
12 13