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
1001
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-20,000
1002
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1003
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-8,874
1004
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-120,200
1005
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-48,510
1006
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-70,151
1007
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-17,959
1008
– –
-5,873
1009
– –
-23,700
1010
– –
-89,490
1011
– –
-104,350
1012
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-11,770
1013
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-4,400
1014
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-112,407
1015
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-60,390
1016
– –
-52,670
1017
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-7,614
1018
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-19,733
1019
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-244,108
1020
– –
-13,900
1021
– –
-41,302
1022
– –
-91,990
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