Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.68%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$885K 0.02%
+41,430
502
$883K 0.02%
13,770
503
$879K 0.02%
27,900
504
$868K 0.02%
76,105
-3,800
505
$858K 0.02%
+24,500
506
$857K 0.02%
38,281
+6,100
507
$847K 0.02%
+18,270
508
$847K 0.02%
23,800
+3,000
509
$846K 0.02%
60,700
510
$832K 0.02%
12,237
+6,326
511
$831K 0.02%
9,760
-500
512
$829K 0.02%
23,200
+1,130
513
$827K 0.02%
9,020
-230
514
$824K 0.02%
18,672
515
$821K 0.02%
17,520
+1,500
516
$798K 0.02%
+48,300
517
$793K 0.02%
30,648
-90
518
$779K 0.02%
14,410
519
$779K 0.02%
13,370
+190
520
$768K 0.02%
70,100
521
$767K 0.02%
+26,800
522
$766K 0.02%
12,582
+6,197
523
$762K 0.02%
9,883
524
$756K 0.02%
112,987
+42,241
525
$742K 0.02%
14,180
-2,500
19 20
21
22 23