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
501
$997K 0.02%
162,967
+49,706
502
$990K 0.02%
69,029
-20,816
503
$983K 0.02%
22,780
-210
504
$980K 0.02%
14,740
-29,920
505
$979K 0.02%
+5,050
506
$973K 0.02%
15,630
507
$967K 0.02%
68,844
+3,830
508
$967K 0.02%
+29,440
509
$961K 0.02%
1,002
+36
510
$958K 0.02%
30,400
511
$957K 0.02%
64,300
+19,100
512
$949K 0.02%
132,700
-106,502
513
$942K 0.02%
+58,348
514
$939K 0.02%
34,252
515
$938K 0.02%
+73,400
516
$936K 0.02%
58,180
-280
517
$936K 0.02%
+49,910
518
$934K 0.02%
+16,700
519
$934K 0.02%
234
+62
520
$925K 0.02%
11,070
-27,210
521
$920K 0.02%
47,360
-2,000
522
$912K 0.02%
11,845
-900
523
$909K 0.02%
+39,360
524
$906K 0.02%
13,700
-20,300
525
$885K 0.02%
+21,800
19 20
21
22 23