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
701
$839K 0.01%
22,676
+21,999
702
$833K ﹤0.01%
253,328
-55,093
703
$833K ﹤0.01%
35,603
-34,840
704
$828K ﹤0.01%
57,216
-528
705
$825K ﹤0.01%
573,256
+80,480
706
$814K ﹤0.01%
9,922
+4,175
707
$809K ﹤0.01%
54,635
708
$808K ﹤0.01%
+129,075
709
$804K ﹤0.01%
+62,779
710
$791K ﹤0.01%
26,819
-896
711
$788K ﹤0.01%
62,856
-591
712
$787K ﹤0.01%
215,575
+122,359
713
$778K ﹤0.01%
41,619
-25,850
714
$776K ﹤0.01%
+19,229
715
$772K ﹤0.01%
+20,474
716
$770K ﹤0.01%
54,295
-151
717
$768K ﹤0.01%
347,369
-1,195
718
$766K ﹤0.01%
44,277
-760
719
$765K ﹤0.01%
+118,571
720
$760K ﹤0.01%
+233,978
721
$758K ﹤0.01%
53,134
-65,765
722
$755K ﹤0.01%
18,994
723
$750K ﹤0.01%
+290,713
724
$748K ﹤0.01%
59,705
-925
725
$748K ﹤0.01%
14,158
-12,949
27 28
29
30 31