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
$4.88B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.7M
3
+$29.6M
4
BCR
CR Bard Inc.
BCR
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.8M

Top Sells

1
+$25M
2
+$22.4M
3
+$22.4M
4
XOM icon
Exxon Mobil
XOM
+$22.3M
5
PAYX icon
Paychex
PAYX
+$18.5M

Sector Composition

1 Financials 17.87%
2 Healthcare 16.79%
3 Technology 16.69%
4 Industrials 11.05%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-28,918
927
– –
-74,266
928
– –
-36,898
929
– –
-72,697
930
– –
-13,400
931
– –
-49,780
932
– –
-7,310
933
– –
-1,525
934
– –
-16,957
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