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 17.43%
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
926
– –
-62,082
927
– –
-18,098
928
– –
-52,600
929
– –
-10,500
930
– –
-17,190
931
– –
-15,904
932
– –
-37,200
933
– –
-46,123
934
– –
-27,900
935
– –
-36,570
936
– –
-48,300
937
– –
-35,300
938
– –
-11,870
939
– –
-100,882
940
– –
-61,760
941
– –
-53,520
942
– –
-60,640
943
– –
-11,686
944
– –
-50,330
945
– –
-8,675
946
– –
-48,791
947
– –
-138,798
948
– –
-94,570
949
– –
-26,900
950
– –
-60,400
35 36 37
38
39