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
401
$1.82M 0.03%
69,990
-39,760
402
$1.8M 0.03%
38,090
+4,740
403
$1.8M 0.03%
47,560
-2,400
404
$1.78M 0.03%
222,781
+111,335
405
$1.76M 0.03%
40,390
406
$1.75M 0.03%
59,560
+21,000
407
$1.73M 0.03%
+49,768
408
$1.71M 0.03%
18,930
-7,230
409
$1.71M 0.03%
86,900
-238,887
410
$1.7M 0.03%
+90,115
411
$1.69M 0.03%
171
-863
412
$1.66M 0.03%
21,770
-1,300
413
$1.62M 0.03%
+119,498
414
$1.62M 0.03%
52,850
+6,840
415
$1.6M 0.03%
+73,470
416
$1.6M 0.03%
117,939
-97,359
417
$1.6M 0.03%
64,789
+59,960
418
$1.59M 0.03%
40,978
-392,431
419
$1.58M 0.03%
+202,065
420
$1.57M 0.03%
21,469
-14,384
421
$1.57M 0.03%
75,847
+6,460
422
$1.56M 0.03%
18,100
-22,668
423
$1.52M 0.03%
+30,560
424
$1.52M 0.03%
25,195
-5,400
425
$1.51M 0.03%
56,810
+23,300
15 16
17
18 19