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
776
$120K ﹤0.01%
11,006
-13,100
777
$119K ﹤0.01%
16,864
778
$117K ﹤0.01%
46,057
+35,200
779
$116K ﹤0.01%
1,703
-5,649
780
$107K ﹤0.01%
+199
781
$103K ﹤0.01%
2,616
+1,440
782
$99K ﹤0.01%
+11,900
783
$94K ﹤0.01%
22,372
-133,215
784
$90K ﹤0.01%
+30,747
785
$89K ﹤0.01%
+15,300
786
$89K ﹤0.01%
+10,200
787
$82K ﹤0.01%
10,404
-14,635
788
$80K ﹤0.01%
5,081
-8,644
789
$80K ﹤0.01%
21,100
-261,228
790
$77K ﹤0.01%
63,998
+52,598
791
$76K ﹤0.01%
+11,991
792
$74K ﹤0.01%
5,850
-4,880
793
$72K ﹤0.01%
8,580
-12,949
794
$69K ﹤0.01%
11,300
-90,430
795
$69K ﹤0.01%
+4,271
796
$63K ﹤0.01%
16,467
-177,618
797
$62K ﹤0.01%
37,373
-4,000
798
$55K ﹤0.01%
20,755
-15,644
799
$52K ﹤0.01%
+2,140
800
$50K ﹤0.01%
+12,896
30 31
32
33 34