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
451
$1.33M 0.02%
29,250
452
$1.32M 0.02%
32,640
-28,243
453
$1.32M 0.02%
90,464
+34,498
454
$1.31M 0.02%
50,350
-135,800
455
$1.31M 0.02%
151,803
+106,119
456
$1.3M 0.02%
+38,135
457
$1.3M 0.02%
17,480
-13,644
458
$1.29M 0.02%
9,670
-1,890
459
$1.28M 0.02%
42,486
-23,589
460
$1.26M 0.02%
4,935
+2,462
461
$1.26M 0.02%
7,678
-10,450
462
$1.25M 0.02%
37,400
-3,000
463
$1.25M 0.02%
+138,097
464
$1.24M 0.02%
11,604
-251,266
465
$1.23M 0.02%
+45,660
466
$1.23M 0.02%
15,130
-133,410
467
$1.23M 0.02%
42,508
+12,700
468
$1.23M 0.02%
108,080
+39,084
469
$1.23M 0.02%
+11,830
470
$1.2M 0.02%
43,985
-151,969
471
$1.18M 0.02%
+45,223
472
$1.17M 0.02%
27,702
-6,804
473
$1.17M 0.02%
18,120
-55,001
474
$1.17M 0.02%
+16,280
475
$1.15M 0.02%
45,120
-26,291
17 18
19
20 21