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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.82M 0.01%
25,756
-1,485
577
$1.82M 0.01%
+32,190
578
$1.82M 0.01%
114,033
-9,142
579
$1.79M 0.01%
+29,566
580
$1.78M 0.01%
+301,350
581
$1.78M 0.01%
136,463
-2,523
582
$1.77M 0.01%
69,612
+4,261
583
$1.76M 0.01%
149,390
-56,699
584
$1.76M 0.01%
95,881
-1,578
585
$1.75M 0.01%
183,823
-929
586
$1.75M 0.01%
414,937
+172,350
587
$1.74M 0.01%
+36,683
588
$1.73M 0.01%
10,133
-9,163
589
$1.73M 0.01%
139,448
+16,512
590
$1.72M 0.01%
61,191
+24,313
591
$1.72M 0.01%
58,168
-103,762
592
$1.69M 0.01%
489,075
-701,287
593
$1.67M 0.01%
54,940
-4,284
594
$1.66M 0.01%
553,377
-11,395
595
$1.64M 0.01%
+11,100
596
$1.64M 0.01%
29,315
-388,726
597
$1.62M 0.01%
89,304
+9,512
598
$1.62M 0.01%
143,481
-175,295
599
$1.61M 0.01%
864,481
+135,540
600
$1.61M 0.01%
156,522
+107,804
22 23
24
25 26