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
576
$618K 0.01%
69,858
+51,163
577
$613K 0.01%
+49,700
578
$610K 0.01%
43,900
-500
579
$607K 0.01%
+5,810
580
$603K 0.01%
+2,100
581
$601K 0.01%
+5,200
582
$598K 0.01%
32,376
+694
583
$595K 0.01%
+26,431
584
$589K 0.01%
+10,210
585
$588K 0.01%
+15,200
586
$587K 0.01%
14,670
-176,765
587
$582K 0.01%
74,294
-36,000
588
$580K 0.01%
132,067
+80,344
589
$562K 0.01%
27,882
-57,844
590
$557K 0.01%
+78,495
591
$555K 0.01%
+41,700
592
$554K 0.01%
+38,802
593
$549K 0.01%
207,826
+188,926
594
$544K 0.01%
14,868
595
$527K 0.01%
+27,000
596
$525K 0.01%
6,790
-8,800
597
$521K 0.01%
7,230
-26,270
598
$518K 0.01%
29,159
+14,342
599
$517K 0.01%
+12,020
600
$515K 0.01%
39,700
-1,200
22 23
24
25 26