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
376
$1.67M 0.03%
58,340
-10,790
377
$1.66M 0.03%
106,058
-18,400
378
$1.65M 0.03%
56,665
+7,850
379
$1.64M 0.03%
14,457
+2,360
380
$1.63M 0.03%
+172,768
381
$1.62M 0.03%
37,870
-6,000
382
$1.61M 0.03%
+107,629
383
$1.61M 0.03%
59,430
+35,470
384
$1.58M 0.03%
35,521
385
$1.55M 0.03%
61,757
-782
386
$1.54M 0.03%
+75,800
387
$1.53M 0.03%
21,660
-30,340
388
$1.51M 0.03%
79,778
-27,400
389
$1.5M 0.03%
+36,204
390
$1.5M 0.03%
+70,100
391
$1.5M 0.03%
130,091
+93,291
392
$1.49M 0.03%
+41,380
393
$1.49M 0.03%
44,288
-440
394
$1.49M 0.03%
20,580
-2,810
395
$1.48M 0.03%
102,734
-11,869
396
$1.48M 0.03%
50,112
-1,280
397
$1.48M 0.03%
119,886
+96,073
398
$1.46M 0.03%
173,790
-71,100
399
$1.43M 0.03%
17,200
-24,290
400
$1.4M 0.03%
72,169
+47,569
14 15
16
17 18