Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.66B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$50.2M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$25.9M

Top Sells

1
+$49.9M
2
+$41.5M
3
+$40.2M
4
LSI
LSI CORPORATION
LSI
+$39.6M
5
XOM icon
Exxon Mobil
XOM
+$37.9M

Sector Composition

1 Technology 19.57%
2 Industrials 13.72%
3 Consumer Discretionary 12.06%
4 Financials 11.72%
5 Healthcare 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.37M 0.08%
93,040
-3,760
277
$5.36M 0.08%
75,770
+48,130
278
$5.34M 0.08%
170,364
-52,763
279
$5.33M 0.08%
92,077
-7,170
280
$5.32M 0.08%
120,819
-273,783
281
$5.28M 0.08%
278,500
+68,380
282
$5.25M 0.08%
284,500
+40,270
283
$5.19M 0.08%
+170,198
284
$5.16M 0.08%
+79,130
285
$5.09M 0.08%
106,600
-194,200
286
$5.09M 0.08%
206,730
+125,360
287
$5.05M 0.08%
181,800
+20,200
288
$5.04M 0.08%
+47,612
289
$4.97M 0.07%
905,599
+572,982
290
$4.93M 0.07%
575,205
+3,201
291
$4.92M 0.07%
153,415
-68,291
292
$4.91M 0.07%
181,581
+73,313
293
$4.87M 0.07%
52,219
+14,460
294
$4.84M 0.07%
+151,940
295
$4.79M 0.07%
+85,457
296
$4.78M 0.07%
98,519
+69,759
297
$4.77M 0.07%
90,217
-66,303
298
$4.76M 0.07%
383,350
+30,810
299
$4.74M 0.07%
90,500
-19,700
300
$4.71M 0.07%
71,172
+42,160
10 11
12
13 14