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
351
$5.69M 0.03%
135,398
-2,405,112
352
$5.69M 0.03%
212,810
-62,996
353
$5.66M 0.03%
43,757
-5,530
354
$5.64M 0.03%
123,809
-16,464
355
$5.62M 0.03%
368,471
+89
356
$5.6M 0.03%
92,079
-12,467
357
$5.58M 0.03%
682,559
+70,501
358
$5.57M 0.03%
100,191
+20,359
359
$5.56M 0.03%
33,511
+14,649
360
$5.54M 0.03%
440,030
+175,288
361
$5.51M 0.03%
551,283
-177,763
362
$5.39M 0.03%
222,367
-2,949
363
$5.39M 0.03%
264,740
-63,986
364
$5.37M 0.03%
107,023
-4,508
365
$5.35M 0.03%
345,292
+2,952
366
$5.34M 0.03%
+11,645
367
$5.33M 0.03%
44,812
-8,934
368
$5.31M 0.03%
90,659
+2,168
369
$5.31M 0.03%
95,694
+20,485
370
$5.26M 0.03%
173,409
+16,323
371
$5.24M 0.03%
257,411
-335,378
372
$5.22M 0.03%
505,379
-175,166
373
$5.22M 0.03%
713,899
+274,210
374
$5.07M 0.03%
25,559
-3,585
375
$5.06M 0.03%
2,389,123
+54,005
13 14
15
16 17