Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$44.2M
2
+$38.9M
3
+$33.5M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$20.6M

Top Sells

1
+$29.2M
2
+$25.2M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.4M

Sector Composition

1 Financials 18.66%
2 Technology 17.36%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$502K 0.01%
8,197
-4,040
552
$500K 0.01%
+22,854
553
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14,240
-18,450
554
$496K 0.01%
30,720
+12,720
555
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556
$496K 0.01%
12,060
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557
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8,690
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558
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559
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20,900
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560
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42,359
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561
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34,700
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562
$470K 0.01%
78,058
+42,323
563
$469K 0.01%
6,890
-18,400
564
$468K 0.01%
9,460
-110
565
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16,490
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$461K 0.01%
36,581
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569
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12,100
570
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46,750
-162,100
571
$449K 0.01%
42,896
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572
$445K 0.01%
+12,260
573
$445K 0.01%
+16,830
574
$443K 0.01%
10,400
-8,272
575
$443K 0.01%
22,930
-35,900
21 22
23
24 25