Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.68%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.9M 0.51%
514,400
-710
52
$24.7M 0.51%
228,605
-207,046
53
$24.5M 0.5%
359,351
+85,440
54
$24.3M 0.5%
319,110
-3,680
55
$23.9M 0.49%
416,342
-13,398
56
$23.7M 0.49%
274,507
-42,179
57
$23.6M 0.48%
343,135
-3,220
58
$23.2M 0.48%
1,708,890
-32,300
59
$23.1M 0.47%
139,256
-12,570
60
$22.4M 0.46%
627,492
-211,740
61
$22.4M 0.46%
365,147
+104,016
62
$22.3M 0.46%
1,077,298
-328,696
63
$22.2M 0.46%
203,571
-11,580
64
$22.2M 0.46%
427,800
+3,000
65
$22.2M 0.45%
235,679
+177,969
66
$21.9M 0.45%
365,214
+76,430
67
$21.9M 0.45%
321,300
+184,380
68
$21.9M 0.45%
558,140
+5,680
69
$21.8M 0.45%
222,214
-3,330
70
$21.8M 0.45%
883,969
+3,178
71
$21.4M 0.44%
897,008
+198,660
72
$21.4M 0.44%
903,144
-33,660
73
$21.3M 0.44%
269,761
+2,050
74
$21.1M 0.43%
388,326
-92,620
75
$21M 0.43%
1,076,850
+36,550
1 2
3
4 5