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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.64M 0.05%
498,113
-2,920
302
$7.56M 0.04%
785,429
+402,821
303
$7.46M 0.04%
+262,716
304
$7.42M 0.04%
+65,574
305
$7.28M 0.04%
706,832
-3,637
306
$7.24M 0.04%
103,754
+75,559
307
$7.18M 0.04%
120,314
-15,601
308
$7.12M 0.04%
173,330
+53,112
309
$7.12M 0.04%
231,078
+172,425
310
$7.12M 0.04%
2,823,987
-469
311
$7.12M 0.04%
81,965
+70,285
312
$7.1M 0.04%
27,341
-10,441
313
$7.03M 0.04%
261,072
+137,270
314
$7.03M 0.04%
998,143
-1,110,395
315
$7.02M 0.04%
622,977
-16,761
316
$6.99M 0.04%
+102,508
317
$6.97M 0.04%
706,676
+343,855
318
$6.9M 0.04%
453,340
+75,697
319
$6.84M 0.04%
318,251
+249,018
320
$6.81M 0.04%
187,955
-1,334
321
$6.76M 0.04%
115,812
+50,396
322
$6.75M 0.04%
115,523
-59,310
323
$6.71M 0.04%
1,103,267
-2,321
324
$6.67M 0.04%
478,777
+3,110
325
$6.63M 0.04%
134,871
-3,703
11 12
13
14 15