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
276
$4.21M 0.07%
49,036
-12,810
277
$4.14M 0.07%
9,995
+5,392
278
$4.14M 0.07%
103,018
+87,098
279
$4.09M 0.07%
+202,383
280
$4.06M 0.07%
405,207
+8,680
281
$4M 0.07%
+195,131
282
$3.89M 0.07%
+49,840
283
$3.89M 0.07%
165,743
+51,388
284
$3.85M 0.07%
93,210
+42,300
285
$3.85M 0.07%
73,519
+1,700
286
$3.8M 0.07%
133,770
-430
287
$3.77M 0.06%
60,480
+14,830
288
$3.76M 0.06%
166,480
-14,700
289
$3.75M 0.06%
56,065
+44,335
290
$3.71M 0.06%
+48,970
291
$3.69M 0.06%
129,370
-116,810
292
$3.68M 0.06%
226,760
-19,710
293
$3.67M 0.06%
523,063
-113,611
294
$3.66M 0.06%
198,750
-1,140
295
$3.62M 0.06%
263,308
-34,800
296
$3.6M 0.06%
95,150
+86,830
297
$3.57M 0.06%
27,920
+17,760
298
$3.54M 0.06%
13,525
+2,876
299
$3.49M 0.06%
+35,021
300
$3.48M 0.06%
330,390
-17,610
10 11
12
13 14