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
26
$41.6M 0.71%
1,639,748
-152,260
27
$41.1M 0.7%
612,781
-79,552
28
$40M 0.69%
207,833
+12,112
29
$39M 0.67%
483,534
+24,470
30
$38M 0.65%
61,405
-1,871
31
$36.9M 0.63%
490,790
-47,100
32
$36.5M 0.63%
229,122
-20,920
33
$36.2M 0.62%
392,852
-69,300
34
$35.8M 0.61%
724,040
+201,510
35
$35.7M 0.61%
678,660
-58,150
36
$35.1M 0.6%
535,048
-505,612
37
$35M 0.6%
302,422
+22,836
38
$33.9M 0.58%
370,053
+285,190
39
$33.9M 0.58%
490,869
-49,010
40
$33M 0.57%
293,576
-46,315
41
$33M 0.57%
97,217
+96,370
42
$33M 0.56%
760,570
-61,910
43
$32.3M 0.55%
+699,547
44
$31.3M 0.54%
755,462
+29,650
45
$29.8M 0.51%
314,280
+255,630
46
$29.7M 0.51%
83,149
-22,878
47
$29.6M 0.51%
378,512
+113,329
48
$29.6M 0.51%
656,950
+338,840
49
$29.2M 0.5%
313,961
-115,490
50
$29M 0.5%
557,056
+547,936
1
2
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