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
$5.03B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$41.2M
3
+$35.4M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$23M

Top Sells

1
+$27.2M
2
+$24.7M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.2M

Sector Composition

1 Financials 18.66%
2 Technology 17.43%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$294K 0.01%
+23,780
652
$293K 0.01%
10,240
-250
653
$292K 0.01%
+4,850
654
$291K 0.01%
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655
$289K 0.01%
+10,070
656
$288K 0.01%
14,213
-1,100
657
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+10,400
658
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+16,589
659
$286K 0.01%
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660
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12,230
-6,191
661
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662
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663
$276K 0.01%
6,020
-46,070
664
$274K 0.01%
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665
$273K 0.01%
44,099
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666
$272K 0.01%
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668
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669
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670
$263K 0.01%
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671
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+5,780
672
$260K 0.01%
11,600
673
$257K 0.01%
+2,226
674
$253K 0.01%
7,330
-2,510
675
$252K 0.01%
1,559
25 26
27
28 29