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
$16.9B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$91.4M
3
+$79.4M
4
TSN icon
Tyson Foods
TSN
+$77.6M
5
ADM icon
Archer Daniels Midland
ADM
+$75.8M

Top Sells

1
+$101M
2
+$81.7M
3
+$76.7M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.9M

Sector Composition

1 Technology 31.7%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$13.2K ﹤0.01%
10,486
-30,030
952
$8.24K ﹤0.01%
+16,571
953
– –
-254,999
954
– –
-164,324
955
– –
-15,740
956
– –
-13,225
957
– –
-692,373
958
– –
-9,183
959
– –
-413,430
960
– –
-195,320
961
– –
-634,954
962
– –
-778,517
963
– –
-2,790,286
964
– –
-34,177
965
– –
-727,237
966
– –
-861,801
967
– –
-34,410
968
– –
-93,837
969
– –
-97,321
970
– –
-331,569
971
– –
-3,146,978
972
– –
-24,279
973
– –
-50,930
974
– –
-2,979
975
– –
-144,611
37 38
39
40 41