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
551
$739K 0.01%
+29,450
552
$733K 0.01%
+49,162
553
$730K 0.01%
21,944
+3,990
554
$721K 0.01%
92,969
+42,650
555
$716K 0.01%
+40,793
556
$715K 0.01%
+31,000
557
$714K 0.01%
26,910
-5,941
558
$714K 0.01%
5,070
+2,180
559
$712K 0.01%
+28,760
560
$699K 0.01%
+15,580
561
$699K 0.01%
+25,280
562
$693K 0.01%
+19,153
563
$690K 0.01%
+19,836
564
$684K 0.01%
+45,980
565
$674K 0.01%
+23,386
566
$668K 0.01%
24,000
-219,100
567
$661K 0.01%
+11,870
568
$659K 0.01%
+56,700
569
$654K 0.01%
8,468
570
$646K 0.01%
+20,055
571
$640K 0.01%
22,260
-5,100
572
$640K 0.01%
+33,900
573
$632K 0.01%
86,050
-380,103
574
$624K 0.01%
+9,781
575
$619K 0.01%
+147,371
21 22
23
24 25