Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$44.2M
2
+$38.9M
3
+$33.5M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$20.6M

Top Sells

1
+$29.2M
2
+$25.2M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.4M

Sector Composition

1 Financials 18.66%
2 Technology 17.36%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-9,196
852
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854
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855
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856
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858
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859
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860
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861
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862
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863
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864
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-3,982
865
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866
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867
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868
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869
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870
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-45,050
871
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-321,300
872
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-222,214
873
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-5,700
874
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-46,608
875
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-40,925
33 34
35
36 37