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
101
$17.9M 0.31%
261,274
-81,911
102
$17.5M 0.3%
121,065
-2,450
103
$17.3M 0.3%
323,046
-16,340
104
$17.2M 0.29%
286,580
-188,610
105
$17.2M 0.29%
156,816
-2,430
106
$17.1M 0.29%
488,266
-94,424
107
$16.8M 0.29%
919,401
-1,165,805
108
$16.8M 0.29%
228,250
-106,270
109
$16.3M 0.28%
+231,756
110
$16M 0.27%
377,530
+31,120
111
$16M 0.27%
522,886
-74,320
112
$16M 0.27%
227,991
-47,811
113
$15.9M 0.27%
377,780
-98,100
114
$15.7M 0.27%
258,392
-7,600
115
$15.6M 0.27%
411,687
+90,634
116
$15.2M 0.26%
340,368
+207,691
117
$15M 0.26%
177,835
+173,525
118
$14.8M 0.25%
316,740
-35,490
119
$14.5M 0.25%
+332,764
120
$14.4M 0.25%
366,460
+92,460
121
$14.3M 0.24%
274,600
-67,460
122
$14.2M 0.24%
+907,450
123
$14.2M 0.24%
315,431
+280,111
124
$14.2M 0.24%
+599,726
125
$14.1M 0.24%
1,194,160
-1,012,640
3 4
5
6 7