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
176
$9.18M 0.16%
679,822
+20,600
177
$9.05M 0.16%
373,260
-6,000
178
$8.99M 0.15%
356,377
-426,600
179
$8.95M 0.15%
122,740
-8,460
180
$8.91M 0.15%
60,440
-23,400
181
$8.74M 0.15%
450,460
+23,800
182
$8.72M 0.15%
170,699
-12,920
183
$8.59M 0.15%
338,897
+209,062
184
$8.59M 0.15%
195,789
-9,180
185
$8.58M 0.15%
142,974
-64,057
186
$8.58M 0.15%
+108,071
187
$8.4M 0.14%
79,385
+23,870
188
$8.31M 0.14%
273,550
+259,650
189
$8.27M 0.14%
140,270
+98,430
190
$8.27M 0.14%
102,300
+11,080
191
$8.21M 0.14%
194,239
+36,370
192
$8.21M 0.14%
187,754
+81,720
193
$8.17M 0.14%
514,133
-20,610
194
$8.17M 0.14%
117,609
+32,750
195
$8.11M 0.14%
188,330
+53,550
196
$8.05M 0.14%
89,090
+14,650
197
$8.02M 0.14%
3,013,364
+1,492,812
198
$7.73M 0.13%
113,982
+93,482
199
$7.67M 0.13%
283,003
+125,980
200
$7.58M 0.13%
32,626
+8,507
6 7
8
9 10