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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.82M 0.02%
+335,071
502
$2.8M 0.02%
142,695
+60,420
503
$2.8M 0.02%
114,991
-356
504
$2.8M 0.02%
30,259
+4,307
505
$2.78M 0.02%
132,597
-542,185
506
$2.77M 0.02%
+95,919
507
$2.73M 0.02%
96,765
-7,133
508
$2.73M 0.02%
80,623
-4,544
509
$2.72M 0.02%
248,082
+29,847
510
$2.72M 0.02%
+20,392
511
$2.72M 0.02%
49,426
-90,326
512
$2.7M 0.02%
+155,695
513
$2.69M 0.02%
95,864
-11,920
514
$2.69M 0.02%
15,244
+4,342
515
$2.69M 0.02%
29,275
-10,424
516
$2.66M 0.02%
994,111
-274,762
517
$2.65M 0.02%
97,877
-781
518
$2.63M 0.02%
+280,600
519
$2.58M 0.02%
124,042
-530
520
$2.55M 0.02%
157,119
-8,569
521
$2.54M 0.02%
78,299
-14,823
522
$2.5M 0.01%
11,772
+3,796
523
$2.5M 0.01%
+139,059
524
$2.49M 0.01%
23,752
-3,075
525
$2.48M 0.01%
125,465
+37,872
19 20
21
22 23