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
376
$2.05M 0.04%
76,799
-24,778
377
$2.04M 0.03%
+57,440
378
$2.02M 0.03%
32,610
-15,790
379
$2M 0.03%
102,096
-58,770
380
$2M 0.03%
19,482
-23,710
381
$2M 0.03%
38,501
-63,586
382
$1.99M 0.03%
402,440
-533,433
383
$1.99M 0.03%
+329,125
384
$1.98M 0.03%
+65,113
385
$1.97M 0.03%
+27,510
386
$1.97M 0.03%
35,860
-48,480
387
$1.96M 0.03%
775,798
+499,530
388
$1.95M 0.03%
+54,500
389
$1.93M 0.03%
+27,571
390
$1.92M 0.03%
37,598
-8,700
391
$1.92M 0.03%
63,876
+40,157
392
$1.91M 0.03%
6,796
+156
393
$1.9M 0.03%
84,200
-500
394
$1.9M 0.03%
71,088
-256,647
395
$1.89M 0.03%
104,769
+7,800
396
$1.88M 0.03%
12,542
+1,900
397
$1.86M 0.03%
+104,030
398
$1.86M 0.03%
92,902
+43,451
399
$1.84M 0.03%
47,500
-269,183
400
$1.83M 0.03%
+19,753
14 15
16
17 18