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
626
$1.34M 0.01%
11,621
-759
627
$1.34M 0.01%
+7,739
628
$1.34M 0.01%
109,199
+6,154
629
$1.34M 0.01%
39,015
-62
630
$1.32M 0.01%
+107,247
631
$1.3M 0.01%
132,045
+67,621
632
$1.29M 0.01%
+143,868
633
$1.28M 0.01%
29,776
-20,239
634
$1.27M 0.01%
58,628
-3,470
635
$1.25M 0.01%
154,080
-2,059
636
$1.25M 0.01%
60,798
-116
637
$1.23M 0.01%
+38,891
638
$1.23M 0.01%
47,407
+10,674
639
$1.22M 0.01%
+12,928
640
$1.22M 0.01%
185,031
-35,196
641
$1.22M 0.01%
197,454
+31,599
642
$1.21M 0.01%
366,183
+300,450
643
$1.21M 0.01%
161,637
+31,856
644
$1.2M 0.01%
175,481
+124,132
645
$1.18M 0.01%
21,121
+2,237
646
$1.18M 0.01%
+265,506
647
$1.17M 0.01%
27,296
-466,179
648
$1.17M 0.01%
45,559
-41,609
649
$1.17M 0.01%
5,718
+4,377
650
$1.16M 0.01%
561,693
-148,146
24 25
26
27 28