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
476
$823K 0.02%
13,180
-190
477
$822K 0.02%
44,606
-10,600
478
$820K 0.02%
+63,540
479
$816K 0.02%
52,670
-61,500
480
$801K 0.02%
116,900
+10,863
481
$796K 0.02%
22,070
-1,130
482
$791K 0.02%
2,653
483
$789K 0.02%
+166,000
484
$788K 0.02%
+25,780
485
$787K 0.02%
35,757
+8,212
486
$786K 0.02%
51,255
+38,077
487
$781K 0.02%
17,520
488
$780K 0.02%
70,100
489
$779K 0.02%
48,500
-25,061
490
$777K 0.02%
55,652
+10,560
491
$777K 0.02%
46,400
-13,400
492
$773K 0.02%
131,000
+104,900
493
$772K 0.02%
+56,490
494
$769K 0.02%
+26,996
495
$769K 0.02%
+33,470
496
$765K 0.02%
38,500
497
$764K 0.02%
9,883
498
$764K 0.02%
174,400
-30,100
499
$761K 0.02%
35,188
-2,370
500
$758K 0.02%
+14,420
18 19
20
21 22