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
376
$5.04M 0.03%
778,077
+195,411
377
$5.03M 0.03%
459,712
-30,668
378
$5.01M 0.03%
+67,218
379
$4.98M 0.03%
219,413
+20,061
380
$4.98M 0.03%
197,202
+31,272
381
$4.94M 0.03%
224,350
+174,366
382
$4.9M 0.03%
306,261
-10,499
383
$4.89M 0.03%
180,196
-64,421
384
$4.87M 0.03%
+137,799
385
$4.77M 0.03%
424,234
-248,263
386
$4.76M 0.03%
845,723
-362,955
387
$4.72M 0.03%
212,562
+617
388
$4.72M 0.03%
75,058
+70,558
389
$4.68M 0.03%
438,048
+2,227
390
$4.63M 0.03%
81,290
391
$4.61M 0.03%
137,597
-1,806
392
$4.6M 0.03%
218,122
-267,511
393
$4.59M 0.03%
25,571
+15,943
394
$4.58M 0.03%
182,919
+1,791
395
$4.52M 0.03%
439,084
+197,110
396
$4.52M 0.03%
64,044
-176,229
397
$4.49M 0.03%
139,808
-20,137
398
$4.45M 0.03%
198,536
-415,582
399
$4.4M 0.03%
468,029
-62,451
400
$4.4M 0.03%
300,211
+4,841
14 15
16
17 18