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
$5.03B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$41.2M
3
+$35.4M
4
RAI
Reynolds American Inc
RAI
+$24.7M
5
HRL icon
Hormel Foods
HRL
+$23M

Top Sells

1
+$27.2M
2
+$24.7M
3
+$21.9M
4
MCO icon
Moody's
MCO
+$21.8M
5
AON icon
Aon
AON
+$21.2M

Sector Composition

1 Financials 18.66%
2 Technology 17.43%
3 Healthcare 16.28%
4 Consumer Discretionary 11.46%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.82M 0.16%
98,090
-50,396
177
$7.76M 0.15%
93,690
+7,730
178
$7.65M 0.15%
235,690
+25,500
179
$7.5M 0.15%
308,945
+190,605
180
$7.45M 0.15%
74,780
+39,029
181
$7.41M 0.15%
177,233
-49,560
182
$7.31M 0.15%
190,800
183
$7.24M 0.14%
349,830
+230,370
184
$7.2M 0.14%
735,048
+91,000
185
$7.18M 0.14%
195,113
-18,200
186
$7.12M 0.14%
325,368
-22,600
187
$6.92M 0.14%
112,000
+16,140
188
$6.85M 0.14%
126,438
-13,950
189
$6.78M 0.13%
4,125
+1,013
190
$6.74M 0.13%
247,070
+220,270
191
$6.66M 0.13%
471,328
+265,655
192
$6.6M 0.13%
130,669
+65,119
193
$6.57M 0.13%
+398,744
194
$6.47M 0.13%
73,003
-20,351
195
$6.43M 0.13%
140,542
-16,000
196
$6.37M 0.13%
39,198
-69,594
197
$6.31M 0.13%
163,060
-1,000
198
$6.24M 0.12%
39,846
+21,319
199
$6.24M 0.12%
186,320
-185,695
200
$6.16M 0.12%
272,140
-176,360
6 7
8
9 10