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
701
$192K ﹤0.01%
20,100
-4,100
702
$191K ﹤0.01%
29,100
+8,300
703
$191K ﹤0.01%
16,483
-20,067
704
$184K ﹤0.01%
39,908
705
$183K ﹤0.01%
18,300
-5,500
706
$182K ﹤0.01%
35,600
-78,272
707
$181K ﹤0.01%
+6,190
708
$178K ﹤0.01%
26,861
+6,500
709
$178K ﹤0.01%
26,307
-2,896
710
$173K ﹤0.01%
98,579
711
$162K ﹤0.01%
22,700
-2,700
712
$160K ﹤0.01%
279
+103
713
$160K ﹤0.01%
+18,200
714
$157K ﹤0.01%
20,900
+2,200
715
$156K ﹤0.01%
+12,100
716
$154K ﹤0.01%
+45,308
717
$153K ﹤0.01%
+51,102
718
$151K ﹤0.01%
+1,007
719
$148K ﹤0.01%
24
-307
720
$148K ﹤0.01%
11,100
721
$146K ﹤0.01%
22
-188
722
$143K ﹤0.01%
+42,187
723
$138K ﹤0.01%
36,620
+20,120
724
$131K ﹤0.01%
69,500
+50,400
725
$130K ﹤0.01%
27,530
-6,000
27 28
29
30 31