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
451
$969K 0.02%
+45,332
452
$967K 0.02%
22,780
-24,800
453
$963K 0.02%
12,550
-7,660
454
$942K 0.02%
9,403
-28,121
455
$936K 0.02%
49,600
-141,587
456
$931K 0.02%
43,710
457
$931K 0.02%
153,834
-20,804
458
$923K 0.02%
11,620
-39,500
459
$918K 0.02%
6,952
-840
460
$915K 0.02%
+82,762
461
$912K 0.02%
19,030
-70,850
462
$898K 0.02%
16,276
-14,150
463
$891K 0.02%
19,425
+13,625
464
$885K 0.02%
19,270
-11,800
465
$873K 0.02%
83,487
-29,500
466
$854K 0.02%
11,840
467
$849K 0.02%
57,380
+4,280
468
$845K 0.02%
+25,470
469
$844K 0.02%
29,780
-8,325
470
$843K 0.02%
20,310
+7,770
471
$835K 0.02%
69,200
-41,521
472
$834K 0.02%
85,088
+1,200
473
$830K 0.02%
22,200
-2,300
474
$828K 0.02%
+30,180
475
$823K 0.02%
60,700
17 18
19
20 21