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
301
$3.41M 0.06%
151,561
+5,153
302
$3.38M 0.06%
154,931
+15,635
303
$3.33M 0.06%
170,343
-27,688
304
$3.3M 0.06%
33,420
-8,770
305
$3.25M 0.06%
119,343
-22,460
306
$3.23M 0.06%
+92,371
307
$3.23M 0.06%
137,119
-36,720
308
$3.22M 0.06%
72,352
-92,248
309
$3.22M 0.06%
183,854
-211,969
310
$3.22M 0.06%
+43,214
311
$3.19M 0.05%
323,440
+19,635
312
$3.15M 0.05%
85,232
313
$3.15M 0.05%
125,597
-5,800
314
$3.14M 0.05%
63,340
+23,730
315
$3.12M 0.05%
+47,100
316
$3.12M 0.05%
24,090
-4,035
317
$3.11M 0.05%
24,705
+3,277
318
$3.04M 0.05%
+103,845
319
$2.98M 0.05%
107,298
+14,700
320
$2.97M 0.05%
36,010
-340
321
$2.93M 0.05%
+49,500
322
$2.93M 0.05%
44,690
-4,860
323
$2.92M 0.05%
+83,675
324
$2.9M 0.05%
+179,030
325
$2.9M 0.05%
219,648
+125,118
11 12
13
14 15