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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.39M 0.02%
405,618
+145,667
452
$3.39M 0.02%
435,099
+140,357
453
$3.39M 0.02%
+62,108
454
$3.39M 0.02%
69,837
-259
455
$3.39M 0.02%
208,574
+3,494
456
$3.37M 0.02%
85,566
-3,743
457
$3.36M 0.02%
10,377
+6,995
458
$3.36M 0.02%
973,076
-160,357
459
$3.35M 0.02%
63,278
-304,337
460
$3.33M 0.02%
470,137
-685,586
461
$3.3M 0.02%
420,821
+86,141
462
$3.29M 0.02%
6,420
+5,907
463
$3.29M 0.02%
8,039
-199,707
464
$3.29M 0.02%
345,620
+94,531
465
$3.28M 0.02%
+293,508
466
$3.26M 0.02%
19,258
-6,488
467
$3.2M 0.02%
12,153
+11,338
468
$3.19M 0.02%
305,028
-13,502
469
$3.15M 0.02%
156,902
+111,778
470
$3.14M 0.02%
274,069
+195,135
471
$3.14M 0.02%
79,169
-169
472
$3.13M 0.02%
86,397
-109,063
473
$3.12M 0.02%
155,335
-29,980
474
$3.11M 0.02%
+62,076
475
$3.11M 0.02%
26,978
-159,377
17 18
19
20 21