Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.68%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$609K 0.01%
56,760
+360
552
$607K 0.01%
43,200
-25,900
553
$604K 0.01%
+108,200
554
$603K 0.01%
4,092
-5,588
555
$597K 0.01%
27,800
-97,880
556
$596K 0.01%
+15,300
557
$590K 0.01%
146,501
+15,480
558
$587K 0.01%
11,686
+86
559
$583K 0.01%
23,960
+3,100
560
$578K 0.01%
+27,545
561
$577K 0.01%
+29,900
562
$576K 0.01%
11,590
563
$572K 0.01%
+15,814
564
$570K 0.01%
38,000
+10,700
565
$568K 0.01%
+7,200
566
$567K 0.01%
+45,092
567
$565K 0.01%
+146,769
568
$556K 0.01%
54,200
-494,107
569
$542K 0.01%
116,840
+18,700
570
$537K 0.01%
7,580
+500
571
$536K 0.01%
+10,480
572
$533K 0.01%
22,431
573
$529K 0.01%
16,620
+1,000
574
$515K 0.01%
19,650
+500
575
$515K 0.01%
10,500
-33,180
21 22
23
24 25