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
651
$303K 0.01%
13,926
+874
652
$300K 0.01%
3,230
653
$297K 0.01%
+17,600
654
$296K 0.01%
14,300
655
$296K 0.01%
15,000
-6,700
656
$294K 0.01%
+6,060
657
$293K 0.01%
7,190
-930
658
$291K 0.01%
4,820
659
$290K 0.01%
7,600
660
$286K 0.01%
10,290
661
$286K 0.01%
57,900
+16,500
662
$284K 0.01%
15,313
+4,100
663
$284K 0.01%
5,400
-39,706
664
$284K 0.01%
144,392
-21,557
665
$281K 0.01%
7,030
666
$279K 0.01%
+43,096
667
$277K 0.01%
5,800
668
$276K 0.01%
+10,477
669
$275K 0.01%
46,108
-6,023
670
$274K 0.01%
4,120
+1,390
671
$272K 0.01%
188
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672
$269K 0.01%
10,900
-35,800
673
$266K 0.01%
+2,740
674
$265K 0.01%
13,890
675
$264K 0.01%
5,470
+1,270
25 26
27
28 29