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
526
$619K 0.01%
+5,407
527
$619K 0.01%
119,327
+2,487
528
$606K 0.01%
115,202
+18,986
529
$603K 0.01%
28,180
530
$595K 0.01%
74,923
-30,051
531
$590K 0.01%
11,590
532
$584K 0.01%
36,798
533
$581K 0.01%
8,760
-86,060
534
$572K 0.01%
3,846
+2,843
535
$572K 0.01%
263,750
+36,500
536
$571K 0.01%
+7,053
537
$569K 0.01%
27,800
538
$565K 0.01%
+15,490
539
$560K 0.01%
5,020
+1,790
540
$558K 0.01%
8,260
-9,630
541
$556K 0.01%
2,380
-3,050
542
$556K 0.01%
7,580
543
$545K 0.01%
140,001
-6,500
544
$538K 0.01%
22,431
545
$532K 0.01%
+2,720
546
$528K 0.01%
4,520
+786
547
$522K 0.01%
80,000
+37,400
548
$518K 0.01%
+8,690
549
$518K 0.01%
25,105
+4,110
550
$515K 0.01%
9,160
-36,125
20 21
22
23 24