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
676
$318K 0.01%
+31,800
677
$315K 0.01%
+14,390
678
$311K 0.01%
59,067
+26,003
679
$311K 0.01%
+186,200
680
$305K 0.01%
+19,120
681
$304K 0.01%
60
+7
682
$302K 0.01%
+21,220
683
$301K 0.01%
34,025
+29,665
684
$299K 0.01%
79,124
-14,498
685
$295K 0.01%
5,290
-3,736
686
$295K 0.01%
4,500
687
$294K 0.01%
21,676
-16,540
688
$294K 0.01%
+5,200
689
$292K 0.01%
+6,900
690
$290K 0.01%
50,500
-8,500
691
$290K 0.01%
25,462
+14,894
692
$289K 0.01%
161,602
+67,935
693
$289K 0.01%
+30,374
694
$289K 0.01%
+180,739
695
$288K ﹤0.01%
+9,230
696
$287K ﹤0.01%
+51,229
697
$279K ﹤0.01%
19,300
698
$278K ﹤0.01%
41,369
699
$274K ﹤0.01%
5,960
-5,790
700
$272K ﹤0.01%
+362,451
26 27
28
29 30