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
551
$502K 0.01%
8,197
-4,040
552
$500K 0.01%
+22,854
553
$497K 0.01%
14,240
-18,450
554
$496K 0.01%
30,720
+12,720
555
$496K 0.01%
+20,100
556
$496K 0.01%
12,060
-155,080
557
$495K 0.01%
8,690
-7,700
558
$494K 0.01%
10,480
559
$483K 0.01%
20,900
+1,700
560
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42,359
+29,959
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
$466K 0.01%
16,490
-23,900
566
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567
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20,359
-9,289
568
$461K 0.01%
36,581
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569
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12,100
570
$451K 0.01%
46,750
-162,100
571
$449K 0.01%
42,896
+4,300
572
$445K 0.01%
+16,830
573
$445K 0.01%
+12,260
574
$443K 0.01%
10,400
-8,272
575
$443K 0.01%
22,930
-35,900
21 22
23
24 25