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
626
$431K 0.01%
20,728
-84,921
627
$431K 0.01%
+54,722
628
$419K 0.01%
+32,592
629
$419K 0.01%
+46,541
630
$418K 0.01%
4,767
-60,426
631
$418K 0.01%
66,100
+19,833
632
$417K 0.01%
22,700
-19,800
633
$411K 0.01%
121,720
+55,712
634
$408K 0.01%
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635
$406K 0.01%
3,950
-136,272
636
$406K 0.01%
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637
$403K 0.01%
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-21,104
638
$399K 0.01%
9,880
-7,250
639
$396K 0.01%
9,440
-9,840
640
$389K 0.01%
318,844
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641
$383K 0.01%
22,640
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642
$382K 0.01%
16,450
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643
$379K 0.01%
102,503
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644
$376K 0.01%
134,242
+106,800
645
$374K 0.01%
42,700
+11,500
646
$369K 0.01%
36,100
+13,100
647
$369K 0.01%
16,309
-4,600
648
$365K 0.01%
+34,200
649
$359K 0.01%
73
-6
650
$358K 0.01%
2,802
-265
24 25
26
27 28