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
801
$47K ﹤0.01%
18,696
-11,759
802
$46K ﹤0.01%
+10,214
803
$27K ﹤0.01%
1,810
-1,080
804
$26K ﹤0.01%
+1,829
805
$17K ﹤0.01%
+17
806
$16K ﹤0.01%
1,030
807
$16K ﹤0.01%
1
-1
808
– –
-9,380
809
– –
-83,151
810
– –
-27,400
811
– –
-53,909
812
– –
-4,570
813
– –
-2,820
814
– –
-56,520
815
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-110,856
816
– –
-32,610
817
– –
-1,878
818
– –
-47,274
819
– –
-41,988
820
– –
-21,177
821
– –
-11,800
822
– –
-4,795
823
– –
-58,560
824
– –
-41,590
825
– –
-550
31 32
33
34 35