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
426
$1.5M 0.03%
39,760
427
$1.49M 0.03%
+25,800
428
$1.48M 0.03%
+83,790
429
$1.47M 0.03%
50,870
430
$1.47M 0.03%
+36,667
431
$1.47M 0.03%
27,010
-11,880
432
$1.47M 0.03%
34,554
-48,370
433
$1.47M 0.03%
39,964
-11,400
434
$1.46M 0.03%
+38,600
435
$1.46M 0.03%
24,400
-20,255
436
$1.45M 0.02%
38,800
-22,600
437
$1.45M 0.02%
+141,320
438
$1.44M 0.02%
84,412
-87,210
439
$1.44M 0.02%
23,740
+4,880
440
$1.42M 0.02%
25,457
-7,967
441
$1.39M 0.02%
+67,341
442
$1.39M 0.02%
54,360
443
$1.38M 0.02%
15,900
-80,476
444
$1.38M 0.02%
14,888
+11,825
445
$1.37M 0.02%
42,893
-910
446
$1.37M 0.02%
61,328
-44,120
447
$1.37M 0.02%
85,600
-1,100
448
$1.36M 0.02%
152,168
-30,243
449
$1.35M 0.02%
130,968
-3,000
450
$1.35M 0.02%
49,841
-39,844
16 17
18
19 20