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
751
$88K ﹤0.01%
13,880
+357
752
$88K ﹤0.01%
23,623
+4,507
753
$86K ﹤0.01%
+12,500
754
$86K ﹤0.01%
+13,300
755
$84K ﹤0.01%
+23,100
756
$83K ﹤0.01%
11,600
-3,600
757
$83K ﹤0.01%
+5,534
758
$82K ﹤0.01%
23,499
+4,999
759
$79K ﹤0.01%
80
+53
760
$78K ﹤0.01%
+12,800
761
$78K ﹤0.01%
3,684
-200
762
$77K ﹤0.01%
+13,800
763
$77K ﹤0.01%
22,000
+2,300
764
$76K ﹤0.01%
+14,700
765
$76K ﹤0.01%
10,800
-1,900
766
$75K ﹤0.01%
+11,400
767
$72K ﹤0.01%
+17,600
768
$70K ﹤0.01%
+39,900
769
$67K ﹤0.01%
1,813
-600
770
$65K ﹤0.01%
1
771
$64K ﹤0.01%
+25,915
772
$61K ﹤0.01%
26,500
773
$60K ﹤0.01%
+2,975
774
$56K ﹤0.01%
8,345
+4,161
775
$54K ﹤0.01%
10,843
29 30
31
32 33