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
276
$3.01M 0.06%
183,074
-72,895
277
$2.99M 0.06%
101,130
-6,160
278
$2.98M 0.06%
378,013
+7,248
279
$2.96M 0.06%
486,630
+128,400
280
$2.96M 0.06%
61,630
+35,180
281
$2.91M 0.06%
48,380
-88,970
282
$2.88M 0.06%
22,600
-11,490
283
$2.85M 0.06%
69,350
-7,000
284
$2.81M 0.06%
43,110
+13,220
285
$2.8M 0.06%
80,590
-411
286
$2.79M 0.06%
87,321
-35,470
287
$2.78M 0.06%
+59,190
288
$2.78M 0.06%
313,834
+89,898
289
$2.77M 0.06%
118,870
-81,950
290
$2.76M 0.05%
85,670
+44,970
291
$2.71M 0.05%
33,621
+1,830
292
$2.7M 0.05%
79,442
-99,308
293
$2.65M 0.05%
14,490
-2,180
294
$2.65M 0.05%
+150,137
295
$2.62M 0.05%
142,603
-6,580
296
$2.59M 0.05%
110,803
-1,020
297
$2.59M 0.05%
75,760
298
$2.56M 0.05%
404,887
+33,600
299
$2.55M 0.05%
10,612
-2,178
300
$2.53M 0.05%
102,910
+64,629
10 11
12
13 14