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
476
$1.15M 0.02%
32,096
+21,596
477
$1.15M 0.02%
+13,800
478
$1.15M 0.02%
75,700
-182,870
479
$1.14M 0.02%
+18,390
480
$1.14M 0.02%
170,737
+55,786
481
$1.14M 0.02%
+21,470
482
$1.14M 0.02%
32,002
+4,110
483
$1.14M 0.02%
19,910
-16,400
484
$1.13M 0.02%
55,500
-700
485
$1.13M 0.02%
144,428
+44,326
486
$1.11M 0.02%
26,440
-324,060
487
$1.11M 0.02%
98,284
+76,500
488
$1.09M 0.02%
92,053
+76,200
489
$1.09M 0.02%
+28,222
490
$1.09M 0.02%
47,899
-1,893
491
$1.07M 0.02%
18,672
-65,908
492
$1.06M 0.02%
26,703
493
$1.06M 0.02%
11,483
-7,500
494
$1.05M 0.02%
38,330
+26,390
495
$1.03M 0.02%
25,700
-135,690
496
$1.03M 0.02%
+161,148
497
$1.02M 0.02%
+112,118
498
$1.02M 0.02%
31,960
+9,620
499
$1.02M 0.02%
137,469
+13,919
500
$1.01M 0.02%
44,300
-13,710
18 19
20
21 22