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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$647K ﹤0.01%
40,498
-31,100
752
$645K ﹤0.01%
210,722
-35,080
753
$643K ﹤0.01%
2,106
-2,076
754
$635K ﹤0.01%
145,057
-79,624
755
$633K ﹤0.01%
+16,584
756
$631K ﹤0.01%
21,910
-10,698
757
$629K ﹤0.01%
449,453
+345,572
758
$629K ﹤0.01%
+491,480
759
$628K ﹤0.01%
32,267
+2,991
760
$617K ﹤0.01%
9,548
-3,481
761
$615K ﹤0.01%
33,499
-262,844
762
$614K ﹤0.01%
1,538
-2,608
763
$612K ﹤0.01%
16,867
-19,190
764
$605K ﹤0.01%
29,966
+9,891
765
$599K ﹤0.01%
6,177
-6
766
$598K ﹤0.01%
558,604
-20,282
767
$593K ﹤0.01%
17,638
+4,169
768
$590K ﹤0.01%
39,277
-351,676
769
$586K ﹤0.01%
45,868
-1,033
770
$584K ﹤0.01%
6,810
-7,305
771
$582K ﹤0.01%
53,114
-127
772
$580K ﹤0.01%
13,067
-1
773
$564K ﹤0.01%
11,152
774
$561K ﹤0.01%
16,470
-8,721
775
$561K ﹤0.01%
+2,164
29 30
31
32 33