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
351
$1.97M 0.04%
118,847
+3,900
352
$1.95M 0.04%
79,280
-13,540
353
$1.94M 0.04%
12,968
+160
354
$1.93M 0.04%
32,660
-480
355
$1.93M 0.04%
54,006
-30,452
356
$1.92M 0.04%
84,194
+11,190
357
$1.9M 0.04%
24,510
+19,008
358
$1.9M 0.04%
52,200
359
$1.9M 0.04%
111,820
+33,000
360
$1.89M 0.04%
132,541
-9,400
361
$1.88M 0.04%
62,630
-150,127
362
$1.86M 0.04%
35,980
-382,270
363
$1.86M 0.04%
71,730
+35,480
364
$1.85M 0.04%
17,467
-1,304
365
$1.85M 0.04%
15,790
-11,690
366
$1.84M 0.04%
58,040
+15,580
367
$1.84M 0.04%
40,940
-5,190
368
$1.82M 0.04%
+36,340
369
$1.81M 0.04%
+144,060
370
$1.78M 0.04%
29,680
-17,526
371
$1.77M 0.04%
+3,695
372
$1.74M 0.03%
39,310
373
$1.7M 0.03%
47,430
-210
374
$1.69M 0.03%
27,810
+13,400
375
$1.67M 0.03%
199,796
-40,800
13 14
15
16 17