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
751
$168K ﹤0.01%
47,907
752
$168K ﹤0.01%
+61,683
753
$164K ﹤0.01%
+16,157
754
$157K ﹤0.01%
+37,882
755
$153K ﹤0.01%
+13,666
756
$151K ﹤0.01%
+43,898
757
$150K ﹤0.01%
+24,943
758
$150K ﹤0.01%
16,300
-322,167
759
$148K ﹤0.01%
3,055
-1,242
760
$146K ﹤0.01%
22,100
-20,709
761
$144K ﹤0.01%
+20,500
762
$144K ﹤0.01%
+8,842
763
$138K ﹤0.01%
+49,341
764
$138K ﹤0.01%
4,689
-5,500
765
$137K ﹤0.01%
131,355
+46,895
766
$136K ﹤0.01%
70,327
-51,562
767
$135K ﹤0.01%
+19,732
768
$135K ﹤0.01%
+2,550
769
$134K ﹤0.01%
34,300
-5,500
770
$134K ﹤0.01%
13,200
-57,099
771
$131K ﹤0.01%
+20,580
772
$130K ﹤0.01%
+16,996
773
$128K ﹤0.01%
416
-1,471
774
$125K ﹤0.01%
10,810
+9,290
775
– –
0
29 30
31
32 33