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
676
$251K 0.01%
18,820
677
$244K ﹤0.01%
7,660
-8,491
678
$241K ﹤0.01%
+73,105
679
$240K ﹤0.01%
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680
$240K ﹤0.01%
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681
$240K ﹤0.01%
35,308
-10,800
682
$238K ﹤0.01%
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683
$237K ﹤0.01%
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684
$235K ﹤0.01%
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-9,800
685
$232K ﹤0.01%
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$230K ﹤0.01%
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687
$230K ﹤0.01%
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688
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5,930
-2,470
689
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690
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17,000
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692
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694
$207K ﹤0.01%
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$206K ﹤0.01%
9,530
-98,858
696
$205K ﹤0.01%
37,236
-11,200
697
$198K ﹤0.01%
43,360
+28,160
698
$195K ﹤0.01%
+15,640
699
$195K ﹤0.01%
+828
700
$193K ﹤0.01%
40,916
+20,902
26 27
28
29 30