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
651
$356K 0.01%
94,574
+30,380
652
$355K 0.01%
13,033
653
$353K 0.01%
+16,800
654
$351K 0.01%
+9,660
655
$350K 0.01%
+4,330
656
$350K 0.01%
+35,618
657
$349K 0.01%
+8,200
658
$348K 0.01%
16,999
-3,501
659
$346K 0.01%
105
+84
660
$342K 0.01%
16,804
-1,000
661
$339K 0.01%
19,593
+8,713
662
$333K 0.01%
+5,780
663
$332K 0.01%
+16,700
664
$326K 0.01%
48,196
-28,304
665
$326K 0.01%
11,000
+2,000
666
$324K 0.01%
5,240
-2,320
667
$323K 0.01%
13,500
+2,600
668
$322K 0.01%
22,192
-22,393
669
$321K 0.01%
3,460
-28,694
670
$321K 0.01%
38,296
671
$321K 0.01%
+11,200
672
$320K 0.01%
+41,875
673
$319K 0.01%
12,626
-24,400
674
$319K 0.01%
+13,549
675
$319K 0.01%
292,757
+56,200
25 26
27
28 29