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
326
$2.21M 0.04%
13,799
+990
327
$2.19M 0.04%
217,239
-5,800
328
$2.19M 0.04%
72,423
-32,301
329
$2.19M 0.04%
60,748
-13,460
330
$2.15M 0.04%
302,310
+242,510
331
$2.14M 0.04%
+65,931
332
$2.13M 0.04%
+237,600
333
$2.13M 0.04%
27,150
-10,460
334
$2.12M 0.04%
+20,260
335
$2.09M 0.04%
163,190
-51,700
336
$2.09M 0.04%
6,045
-7,200
337
$2.08M 0.04%
89,290
-78,200
338
$2.07M 0.04%
4,277
+3,487
339
$2.07M 0.04%
35,350
+17,330
340
$2.06M 0.04%
48,130
341
$2.06M 0.04%
120,500
342
$2.06M 0.04%
82,248
+2,000
343
$2.03M 0.04%
174,274
344
$2.03M 0.04%
8,000
345
$2.03M 0.04%
86,162
346
$2.03M 0.04%
+62,652
347
$2.02M 0.04%
37,880
-48,822
348
$2.01M 0.04%
+116,500
349
$1.99M 0.04%
486,785
+75,800
350
$1.98M 0.04%
211,868
+48,830
12 13
14
15 16