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
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$41.3M
3
+$32.7M
4
PAYX icon
Paychex
PAYX
+$32.3M
5
ADM icon
Archer Daniels Midland
ADM
+$28.5M

Top Sells

1
+$42.4M
2
+$38.7M
3
+$35.8M
4
DE icon
Deere & Co
DE
+$34.7M
5
V icon
Visa
V
+$33.1M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.61%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-62,180
952
– –
-11,100
953
– –
-422,880
954
– –
-14,400
955
– –
-2,800
956
– –
-7,321
957
– –
-5,482
958
– –
-6,580
959
– –
-249,765
960
– –
-17,570
961
– –
-2,160
962
– –
-10,150
963
– –
-121,488
964
– –
-55,885
965
– –
-2,850
966
– –
-1,774
967
– –
-14,860
968
– –
-27,854
969
– –
-60,886
970
– –
-37,503
971
– –
-10,800
972
– –
-37,962
973
– –
-11,700
974
– –
-83,140
975
– –
-15,273
37 38
39
40 41