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
76
$20.2M 0.4%
472,486
+152,160
77
$20.1M 0.4%
131,283
+58,529
78
$19.9M 0.4%
606,152
-323,550
79
$19.9M 0.4%
750,682
+98,860
80
$19.8M 0.39%
650,134
+553,064
81
$19.7M 0.39%
132,394
-3,060
82
$19.6M 0.39%
+382,280
83
$19.5M 0.39%
303,055
-40,080
84
$19.2M 0.38%
185,324
-20,080
85
$18.7M 0.37%
301,231
+281,411
86
$18.3M 0.36%
403,409
+38,195
87
$18.2M 0.36%
135,600
+1,120
88
$18.1M 0.36%
95,311
-3,730
89
$18M 0.36%
437,979
+7,660
90
$17.8M 0.35%
395,620
+15,810
91
$17.5M 0.35%
255,368
-358,820
92
$17.4M 0.35%
471,547
-12,730
93
$16.8M 0.33%
293,160
-25,180
94
$16.7M 0.33%
457,660
+277,490
95
$16.7M 0.33%
296,291
-27,710
96
$16.6M 0.33%
153,304
-13,000
97
$16.3M 0.32%
168,433
+44,343
98
$16.2M 0.32%
388,100
+48,810
99
$16.2M 0.32%
237,549
+17,480
100
$16M 0.32%
233,457
+20,130
2 3
4
5 6