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
401
$1.4M 0.03%
29,230
-25,430
402
$1.39M 0.03%
103,500
-19,760
403
$1.35M 0.03%
28,651
-11,258
404
$1.35M 0.03%
23,000
-16,200
405
$1.35M 0.03%
118,430
-22,670
406
$1.34M 0.03%
23,000
407
$1.34M 0.03%
63,790
-18,590
408
$1.34M 0.03%
49,817
-40,140
409
$1.33M 0.03%
146,978
-2,000
410
$1.32M 0.03%
142,470
-9,600
411
$1.32M 0.03%
+35,470
412
$1.31M 0.03%
32,250
+11,540
413
$1.31M 0.03%
51,329
+39,229
414
$1.29M 0.03%
+42,150
415
$1.28M 0.03%
37,920
-84,980
416
$1.27M 0.03%
6,068
-9,133
417
$1.25M 0.02%
+33,830
418
$1.24M 0.02%
92,195
+51,095
419
$1.24M 0.02%
+20,100
420
$1.23M 0.02%
+21,820
421
$1.22M 0.02%
10,929
-31,724
422
$1.2M 0.02%
164,405
-63,928
423
$1.19M 0.02%
24,440
-7,610
424
$1.17M 0.02%
37,981
+40
425
$1.17M 0.02%
20,690
+2,420
15 16
17
18 19