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
$5.03B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$41.2M
3
+$35.4M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$23M

Top Sells

1
+$27.2M
2
+$24.7M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.2M

Sector Composition

1 Financials 18.66%
2 Technology 17.36%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-28,615
852
– –
-27,220
853
– –
-201,120
854
– –
-36,788
855
– –
-74,993
856
– –
-252,375
857
– –
-23,627
858
– –
-19,504
859
– –
-24,320
860
– –
-7,067
861
– –
-34,181
862
– –
-4,092
863
– –
-43,096
864
– –
-116,830
865
– –
-7,200
866
– –
-185,029
867
– –
-37,900
868
– –
-7,810
869
– –
-610,850
870
– –
-16,200
871
– –
-18,469
872
– –
-211,350
873
– –
-144,026
874
– –
-9,020
875
– –
-12,230
33 34
35
36 37