Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.68%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.6M 0.03%
+46,120
402
$1.57M 0.03%
25,290
403
$1.57M 0.03%
82,380
+720
404
$1.56M 0.03%
86,162
+7,900
405
$1.56M 0.03%
39,070
+6,060
406
$1.56M 0.03%
20,210
-50,768
407
$1.55M 0.03%
20,353
-40,203
408
$1.55M 0.03%
47,640
-58,915
409
$1.55M 0.03%
111,666
+53,295
410
$1.55M 0.03%
12,808
-839
411
$1.54M 0.03%
123,260
+100,200
412
$1.52M 0.03%
37,610
+16,930
413
$1.51M 0.03%
57,247
-660
414
$1.49M 0.03%
48,590
-6,300
415
$1.48M 0.03%
30,067
+16,229
416
$1.48M 0.03%
114,603
+75,469
417
$1.47M 0.03%
67,552
-54,080
418
$1.46M 0.03%
37,230
-3,920
419
$1.44M 0.03%
+40,700
420
$1.44M 0.03%
119,133
-460
421
$1.44M 0.03%
81,970
-27,900
422
$1.43M 0.03%
67,473
+16,780
423
$1.41M 0.03%
48,460
-10,180
424
$1.39M 0.03%
31,070
+25,870
425
$1.39M 0.03%
44,728
-6,427
15 16
17
18 19