Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$319M
2
+$90.8M
3
+$81.8M
4
ADM icon
Archer Daniels Midland
ADM
+$81.5M
5
TRV icon
Travelers Companies
TRV
+$81.2M

Top Sells

1
+$106M
2
+$88.6M
3
+$77.9M
4
HLT icon
Hilton Worldwide
HLT
+$69.3M
5
CI icon
Cigna
CI
+$58.7M

Sector Composition

1 Technology 31.51%
2 Financials 12.87%
3 Healthcare 12.77%
4 Consumer Discretionary 12.35%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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1057
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1059
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-9,417
1060
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1061
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1062
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-9,487
1063
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1064
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1065
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1066
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1067
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1069
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1070
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1071
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1072
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-188,105
1073
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-418,476
1074
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-14,050
1075
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-151,524
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