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
151
$12M 0.21%
303,495
+233,455
152
$11.7M 0.2%
100,859
-3,251
153
$11.7M 0.2%
288,898
-249,252
154
$11.5M 0.2%
95,442
+16,300
155
$11.5M 0.2%
+62,238
156
$11.4M 0.2%
180,029
-287,813
157
$11.3M 0.19%
290,150
+275,960
158
$11M 0.19%
183,074
+141,144
159
$10.9M 0.19%
194,509
-29,950
160
$10.9M 0.19%
410,199
+330,699
161
$10.7M 0.18%
1,170,834
-40,600
162
$10.6M 0.18%
252,685
-66,934
163
$10.6M 0.18%
198,532
-9,970
164
$10.3M 0.18%
+97,452
165
$10.1M 0.17%
513,870
+191,870
166
$10M 0.17%
368,194
+211,454
167
$10M 0.17%
147,101
-108,448
168
$9.89M 0.17%
307,800
+292,520
169
$9.88M 0.17%
465,204
+3,444
170
$9.7M 0.17%
53,788
-22,670
171
$9.61M 0.16%
258,563
+82,346
172
$9.57M 0.16%
127,151
-340
173
$9.52M 0.16%
714,500
-59,100
174
$9.48M 0.16%
521,346
+20,686
175
$9.39M 0.16%
+425,622
5 6
7
8 9