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
426
$1.16M 0.02%
18,310
427
$1.16M 0.02%
26,610
-12,460
428
$1.13M 0.02%
35,112
+880
429
$1.13M 0.02%
62,525
+3,100
430
$1.11M 0.02%
+36,199
431
$1.1M 0.02%
54,569
432
$1.1M 0.02%
44,667
-50,593
433
$1.09M 0.02%
35,117
-33,567
434
$1.09M 0.02%
52,175
+6,850
435
$1.09M 0.02%
16,500
+1,770
436
$1.08M 0.02%
39,910
-87,660
437
$1.08M 0.02%
+51,120
438
$1.07M 0.02%
19,430
-620
439
$1.07M 0.02%
62,884
-114,740
440
$1.06M 0.02%
+21,350
441
$1.04M 0.02%
+8,190
442
$1.03M 0.02%
84,275
+8,170
443
$1.01M 0.02%
+4,070
444
$988K 0.02%
37,500
-125,700
445
$982K 0.02%
282,325
+212,233
446
$980K 0.02%
56,230
+23,400
447
$980K 0.02%
28,940
-19,050
448
$978K 0.02%
+30,231
449
$976K 0.02%
+28,220
450
$974K 0.02%
30,648
16 17
18
19 20