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
501
$757K 0.02%
+23,900
502
$755K 0.02%
13,300
503
$752K 0.01%
112,385
+50,052
504
$742K 0.01%
4,010
-58,512
505
$736K 0.01%
44,758
-45,290
506
$734K 0.01%
51,097
-60,569
507
$724K 0.01%
111,869
-34,900
508
$715K 0.01%
14,180
509
$711K 0.01%
11,114
-11,086
510
$709K 0.01%
+34,500
511
$693K 0.01%
+26,900
512
$681K 0.01%
+5,480
513
$677K 0.01%
17,570
+2,270
514
$673K 0.01%
52,900
+11,700
515
$670K 0.01%
5,940
516
$669K 0.01%
+1,572
517
$668K 0.01%
20,340
+3,720
518
$659K 0.01%
16,314
+500
519
$659K 0.01%
73,229
-21,490
520
$656K 0.01%
8,660
-1,100
521
$651K 0.01%
+8,330
522
$644K 0.01%
38,500
+500
523
$643K 0.01%
10,990
-7,970
524
$632K 0.01%
30,730
-10,700
525
$624K 0.01%
3,910
-8,777
19 20
21
22 23