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
201
$7.57M 0.13%
+123,840
202
$7.56M 0.13%
375,230
+238,323
203
$7.48M 0.13%
124,559
+109,899
204
$7.38M 0.13%
159,906
+43,130
205
$7.27M 0.12%
446,469
-207,975
206
$7.26M 0.12%
+288,983
207
$7.25M 0.12%
715,729
-1,212,194
208
$7.25M 0.12%
174,290
+64,620
209
$7M 0.12%
79,900
+22,200
210
$6.87M 0.12%
97,662
-13,500
211
$6.82M 0.12%
127,460
-11,550
212
$6.79M 0.12%
185,174
-6,710
213
$6.78M 0.12%
239,030
+123,842
214
$6.74M 0.12%
105,746
+9,256
215
$6.71M 0.11%
134,610
-26,706
216
$6.7M 0.11%
+542,344
217
$6.7M 0.11%
78,390
+18,520
218
$6.64M 0.11%
243,450
-15,990
219
$6.64M 0.11%
261,744
+99,832
220
$6.43M 0.11%
221,816
-130,726
221
$6.34M 0.11%
79,336
-4,870
222
$6.22M 0.11%
41,380
+4,105
223
$6.15M 0.11%
142,550
+6,680
224
$6.11M 0.1%
48,630
-74,410
225
$6.04M 0.1%
80,377
-1,070
7 8
9
10 11