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
651
$1.16M 0.01%
46,617
+17,949
652
$1.16M 0.01%
24,175
-36
653
$1.16M 0.01%
113,642
-81,439
654
$1.15M 0.01%
+44,693
655
$1.15M 0.01%
40,477
+34,018
656
$1.11M 0.01%
32,580
-447
657
$1.1M 0.01%
7,233
+2,713
658
$1.09M 0.01%
72,553
+15,455
659
$1.08M 0.01%
19,909
-30,894
660
$1.08M 0.01%
36,226
-277
661
$1.08M 0.01%
21,262
-10,129
662
$1.08M 0.01%
920,320
-142,371
663
$1.07M 0.01%
+37,538
664
$1.07M 0.01%
32,850
+11,081
665
$1.07M 0.01%
517,485
-8,918
666
$1.06M 0.01%
9,044
+2,037
667
$1.06M 0.01%
99,300
-16,905
668
$1.06M 0.01%
38,219
+7,384
669
$1.04M 0.01%
15,244
+7,369
670
$1.04M 0.01%
212,924
-1,451
671
$1.03M 0.01%
101,017
-15,956
672
$1.02M 0.01%
+82,512
673
$1.02M 0.01%
10,937
-4,875
674
$1.02M 0.01%
7,813
-4,920
675
$1.02M 0.01%
+208,056
25 26
27
28 29