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
326
$2.88M 0.05%
2,525
-18,534
327
$2.82M 0.05%
160,711
-17,100
328
$2.79M 0.05%
+50,340
329
$2.78M 0.05%
59,066
-18,940
330
$2.77M 0.05%
10,500
331
$2.73M 0.05%
138,258
+127,458
332
$2.69M 0.05%
124,181
-305,076
333
$2.65M 0.05%
109,925
+48,400
334
$2.64M 0.05%
21,838
+7,280
335
$2.63M 0.05%
38,478
-1,180
336
$2.62M 0.04%
46,820
-440,170
337
$2.61M 0.04%
+58,300
338
$2.59M 0.04%
+35,280
339
$2.59M 0.04%
104,132
-228,710
340
$2.58M 0.04%
58,300
-25,700
341
$2.56M 0.04%
+48,002
342
$2.55M 0.04%
+59,894
343
$2.55M 0.04%
51,752
-7,620
344
$2.53M 0.04%
93,278
-66,063
345
$2.53M 0.04%
76,190
+49,290
346
$2.51M 0.04%
96,995
+19
347
$2.49M 0.04%
143,566
-6,800
348
$2.48M 0.04%
+19,050
349
$2.44M 0.04%
52,540
-22,190
350
$2.42M 0.04%
70,615
-73,125
12 13
14
15 16