Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.68%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$422K 0.01%
+59,071
602
$421K 0.01%
6,170
603
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6,080
604
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605
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606
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607
$417K 0.01%
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609
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610
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611
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612
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67,826
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613
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614
$394K 0.01%
18,421
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615
$390K 0.01%
633,600
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619
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14,300
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623
$365K 0.01%
10,490
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624
$365K 0.01%
171,381
+92,304
625
$357K 0.01%
22,841
+4,600
23 24
25
26 27