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
726
$128K ﹤0.01%
27,842
727
$128K ﹤0.01%
77,767
+61,842
728
$126K ﹤0.01%
+37,253
729
$125K ﹤0.01%
15,300
730
$120K ﹤0.01%
+33,415
731
$118K ﹤0.01%
11,300
-1,000
732
$118K ﹤0.01%
+13,377
733
$114K ﹤0.01%
21,660
-2,300
734
$108K ﹤0.01%
+16,306
735
$108K ﹤0.01%
+21,100
736
$107K ﹤0.01%
12,600
+500
737
$106K ﹤0.01%
506
-50
738
$105K ﹤0.01%
20,856
739
$104K ﹤0.01%
45,342
-1,000
740
$98K ﹤0.01%
+172
741
$97K ﹤0.01%
+1,990
742
$97K ﹤0.01%
+13,200
743
$96K ﹤0.01%
+25,155
744
$95K ﹤0.01%
15,800
+4,200
745
$93K ﹤0.01%
18,602
-19,698
746
$93K ﹤0.01%
21,600
+2,700
747
$93K ﹤0.01%
11,850
-10,100
748
$92K ﹤0.01%
+11,800
749
$92K ﹤0.01%
+11,300
750
$90K ﹤0.01%
+25,500
28 29
30
31 32