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
526
$885K 0.02%
28,700
-1,730
527
$885K 0.02%
110,600
+13,400
528
$876K 0.02%
28,500
-24,057
529
$867K 0.01%
71,799
-2,527,170
530
$861K 0.01%
+27,627
531
$855K 0.01%
72,476
-54,075
532
$844K 0.01%
26,642
+6,944
533
$840K 0.01%
62,733
-15,500
534
$838K 0.01%
+80,451
535
$832K 0.01%
11,670
-112,270
536
$829K 0.01%
+16,890
537
$821K 0.01%
+26,740
538
$820K 0.01%
31,800
539
$817K 0.01%
80,566
+9,600
540
$798K 0.01%
20,920
-23,940
541
$783K 0.01%
12,510
-650
542
$782K 0.01%
1,560,000
+992,000
543
$778K 0.01%
18,178
-54,130
544
$773K 0.01%
+48,461
545
$772K 0.01%
27,700
-110,940
546
$766K 0.01%
+80,310
547
$756K 0.01%
44,467
+386
548
$756K 0.01%
30,800
-12,687
549
$755K 0.01%
57,930
+21,233
550
$743K 0.01%
26,400
-102,600
20 21
22
23 24