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
701
$271K ﹤0.01%
+6,300
702
$268K ﹤0.01%
+38,232
703
$267K ﹤0.01%
9,150
-13,103
704
$266K ﹤0.01%
6,209
-13,461
705
$266K ﹤0.01%
18,930
-4,570
706
$265K ﹤0.01%
148,800
-13,175
707
$263K ﹤0.01%
222,283
+91,997
708
$263K ﹤0.01%
+11,150
709
$260K ﹤0.01%
43,460
-1,900
710
$258K ﹤0.01%
9,870
-120,758
711
$256K ﹤0.01%
2,440
-403,716
712
$253K ﹤0.01%
+2,600
713
$250K ﹤0.01%
8,034
-1,911
714
$250K ﹤0.01%
+8,650
715
$246K ﹤0.01%
11,060
-14,780
716
$243K ﹤0.01%
4,230
-1,170
717
$240K ﹤0.01%
8,380
-34,572
718
$236K ﹤0.01%
1,954
+191
719
$233K ﹤0.01%
+3,610
720
$232K ﹤0.01%
5,730
-15,740
721
$229K ﹤0.01%
4,860
-520
722
$229K ﹤0.01%
+36,400
723
$229K ﹤0.01%
+7,849
724
$226K ﹤0.01%
5,849
-40,500
725
$226K ﹤0.01%
168,376
-2,700
27 28
29
30 31