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
351
$2.42M 0.04%
49,257
-35,952
352
$2.41M 0.04%
59,540
+5,980
353
$2.39M 0.04%
128,350
+11,800
354
$2.38M 0.04%
40,540
-170,460
355
$2.36M 0.04%
+171,040
356
$2.33M 0.04%
+36,500
357
$2.32M 0.04%
94,310
+62,370
358
$2.32M 0.04%
+70,227
359
$2.28M 0.04%
135,108
+78,758
360
$2.28M 0.04%
21,500
-66,489
361
$2.27M 0.04%
42,819
+28,784
362
$2.25M 0.04%
123,977
-3,390
363
$2.2M 0.04%
29,819
+4,100
364
$2.2M 0.04%
14,679
-15,550
365
$2.19M 0.04%
+48,241
366
$2.19M 0.04%
24,500
-321,980
367
$2.16M 0.04%
53,446
-6,420
368
$2.16M 0.04%
130,345
+21,347
369
$2.14M 0.04%
75,040
+28,980
370
$2.14M 0.04%
38,690
+6,460
371
$2.12M 0.04%
20,880
-9,600
372
$2.1M 0.04%
14,304
-490
373
$2.08M 0.04%
21,827
-7,608
374
$2.08M 0.04%
45,935
-402,485
375
$2.06M 0.04%
278,464
+20,199
13 14
15
16 17