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
301
$2.52M 0.05%
161,075
-253,326
302
$2.51M 0.05%
616,446
+79,151
303
$2.48M 0.05%
55,064
+12,100
304
$2.46M 0.05%
49,555
-6,200
305
$2.46M 0.05%
69,883
+2,410
306
$2.44M 0.05%
40,230
+5,270
307
$2.4M 0.05%
377,301
+208,800
308
$2.4M 0.05%
27,742
+2,580
309
$2.4M 0.05%
36,910
+8,150
310
$2.39M 0.05%
44,453
+6,810
311
$2.37M 0.05%
55,730
+1,740
312
$2.37M 0.05%
190,371
+55,800
313
$2.35M 0.05%
83,359
-17,140
314
$2.34M 0.05%
145,140
-29,900
315
$2.34M 0.05%
+26,770
316
$2.34M 0.05%
13,917
-31,670
317
$2.33M 0.05%
58,133
-770
318
$2.32M 0.05%
24,670
-2,140
319
$2.3M 0.05%
66,302
-56,010
320
$2.28M 0.05%
+46,507
321
$2.27M 0.05%
75,074
-1,175
322
$2.22M 0.04%
47,070
-2,690
323
$2.22M 0.04%
92,320
-760
324
$2.22M 0.04%
25,160
+9,900
325
$2.21M 0.04%
48,840
-54,360
11 12
13
14 15