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
576
$442K 0.01%
7,575
+4,390
577
$442K 0.01%
36,200
-18,000
578
$437K 0.01%
14,912
579
$437K 0.01%
12,239
-45,640
580
$435K 0.01%
+24,050
581
$433K 0.01%
+57,411
582
$433K 0.01%
182,886
+91,759
583
$432K 0.01%
52,690
-6,381
584
$431K 0.01%
75,142
+21,600
585
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10,270
+400
586
$426K 0.01%
+28,700
587
$424K 0.01%
13,360
+5,860
588
$420K 0.01%
14,699
+12,957
589
$417K 0.01%
+14,720
590
$415K 0.01%
+7,300
591
$413K 0.01%
6,520
-1,140
592
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115,100
+68,700
593
$411K 0.01%
8,200
+2,730
594
$407K 0.01%
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595
$406K 0.01%
162,233
+59,261
596
$404K 0.01%
+2,940
597
$400K 0.01%
+4,940
598
$398K 0.01%
+5,880
599
$397K 0.01%
+11,910
600
$396K 0.01%
35,058
-30,668
22 23
24
25 26