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
51
$28.9M 0.5%
829,200
-42,210
52
$28.8M 0.49%
324,694
-211,716
53
$28.6M 0.49%
2,089,900
-230,100
54
$28.4M 0.49%
314,270
-24,520
55
$28.3M 0.49%
480,081
-655,849
56
$28.1M 0.48%
954,526
+384,240
57
$27.8M 0.48%
472,168
+460,948
58
$27.3M 0.47%
904,591
+832,873
59
$27.2M 0.47%
792,394
-491,860
60
$26.9M 0.46%
321,796
-81,024
61
$26.8M 0.46%
294,578
+60,600
62
$26.2M 0.45%
603,790
-37,923
63
$26.2M 0.45%
258,902
+8,920
64
$26.1M 0.45%
369,803
+119,010
65
$25.4M 0.43%
307,341
+105,081
66
$25.3M 0.43%
268,173
+29,650
67
$25.1M 0.43%
382,510
-36,250
68
$25M 0.43%
1,948,455
+497,160
69
$24.5M 0.42%
+178,235
70
$24.2M 0.41%
692,116
-167,192
71
$24.1M 0.41%
1,822,488
+458,560
72
$23.7M 0.41%
344,790
-247,769
73
$23.3M 0.4%
215,806
-38,460
74
$22.9M 0.39%
417,543
-66,910
75
$22.6M 0.39%
1,457,100
-79,500
1 2
3
4 5