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
826
$447K ﹤0.01%
+11,349
827
$445K ﹤0.01%
143,957
+27,470
828
$441K ﹤0.01%
121,149
+60,529
829
$435K ﹤0.01%
+862
830
$434K ﹤0.01%
18,787
-11,066
831
$425K ﹤0.01%
24,378
+3,264
832
$425K ﹤0.01%
+78,579
833
$421K ﹤0.01%
52,022
+37,891
834
$420K ﹤0.01%
+23,677
835
$419K ﹤0.01%
99,401
+71,975
836
$416K ﹤0.01%
29,748
-662,152
837
$406K ﹤0.01%
71,930
-197
838
$406K ﹤0.01%
64,001
-115,895
839
$405K ﹤0.01%
16,359
-615
840
$403K ﹤0.01%
3,566
-679,445
841
$400K ﹤0.01%
965
-705
842
$400K ﹤0.01%
35,865
-1,719
843
$391K ﹤0.01%
17,273
-25,366
844
$390K ﹤0.01%
18,261
-1,363
845
$387K ﹤0.01%
+3,713
846
$385K ﹤0.01%
+3,379
847
$380K ﹤0.01%
+41,851
848
$380K ﹤0.01%
+8,839
849
$378K ﹤0.01%
+125,846
850
$377K ﹤0.01%
11,891
-6,861
32 33
34
35 36