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
$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 17.39%
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
51
$26.6M 0.53%
3,077,208
-496,950
52
$26.3M 0.52%
211,471
+7,900
53
$26.1M 0.52%
76,576
+6,544
54
$25.8M 0.51%
651,540
+580,640
55
$25.7M 0.51%
724,912
+97,420
56
$25.5M 0.51%
313,800
-5,310
57
$25.3M 0.5%
211,245
-17,360
58
$25.3M 0.5%
363,451
-41,760
59
$24.8M 0.49%
292,613
-81,710
60
$24.7M 0.49%
+534,600
61
$24.5M 0.49%
339,781
-19,570
62
$24.3M 0.48%
1,724,560
+15,670
63
$24.1M 0.48%
294,940
+32,330
64
$23.9M 0.48%
909,234
+6,090
65
$23.9M 0.47%
911,818
+14,810
66
$23M 0.46%
265,449
+13,038
67
$22.3M 0.44%
430,358
+2,870
68
$22.3M 0.44%
408,880
+29,850
69
$22M 0.44%
370,980
-298,554
70
$21.7M 0.43%
227,825
+70,820
71
$21.7M 0.43%
682,226
+34,910
72
$21.6M 0.43%
99,388
-31,468
73
$21.6M 0.43%
401,900
-25,900
74
$21.3M 0.42%
1,013,460
-63,390
75
$20.4M 0.4%
670,341
+34,614
1 2
3
4 5