Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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 17.39%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-53,520
877
– –
-26,900
878
– –
-60,400
879
– –
-57,900
880
– –
-48,756
881
– –
-14,300
882
– –
-9,880
883
– –
-43,200
884
– –
-441,033
885
– –
-126,121
886
– –
-113,106
887
– –
-22,288
888
– –
-45,104
889
– –
-67,826
890
– –
-17,600
891
– –
-16,763
892
– –
-5,390
893
– –
-16,400
894
– –
-6,080
895
– –
-39,780
896
– –
-84,580
897
– –
-36,500
898
– –
-12,700
899
– –
-27,588
900
– –
-18,482
34 35
36
37 38