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
126
$14M 0.24%
157,967
+1,700
127
$13.9M 0.24%
165,349
-98,250
128
$13.8M 0.24%
359,006
+283,120
129
$13.7M 0.23%
+208,990
130
$13.7M 0.23%
494,090
-33,600
131
$13.6M 0.23%
301,440
+8,340
132
$13.5M 0.23%
20,753
+4,488
133
$13.4M 0.23%
117,579
-26,971
134
$13.3M 0.23%
62,885
-84,332
135
$13.2M 0.23%
+304,356
136
$13.2M 0.23%
152,001
+48,970
137
$13.1M 0.22%
299,535
-51,014
138
$13M 0.22%
+599,998
139
$12.7M 0.22%
577,341
-86,200
140
$12.5M 0.21%
136,815
-46,510
141
$12.5M 0.21%
222,769
-7,100
142
$12.4M 0.21%
130,847
-105,360
143
$12.4M 0.21%
+274,040
144
$12.4M 0.21%
+157,784
145
$12.3M 0.21%
285,790
-63,940
146
$12.2M 0.21%
1,159,600
+214,400
147
$12.2M 0.21%
217,370
-130,860
148
$12.1M 0.21%
668,784
-1,102,332
149
$12.1M 0.21%
146,382
-4,500
150
$12M 0.21%
315,420
-15,975
4 5
6
7 8