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
351
$3.33M 0.05%
34,677
-120
352
$3.29M 0.05%
+202,363
353
$3.26M 0.05%
32,175
+4,035
354
$3.23M 0.05%
833,722
-949,600
355
$3.17M 0.05%
137,494
+108,844
356
$3.16M 0.05%
55,405
-34,106
357
$3.14M 0.05%
99,535
-8,700
358
$3.12M 0.05%
86,904
+134
359
$3.12M 0.05%
67,400
-34,800
360
$3.06M 0.05%
65,220
-381,807
361
$3.06M 0.05%
40,734
-26,310
362
$3.04M 0.05%
179,626
+23,026
363
$3.03M 0.05%
26,107
-12,800
364
$3.03M 0.05%
+105,380
365
$3.01M 0.05%
+89,723
366
$3.01M 0.05%
38,514
+12,121
367
$2.99M 0.04%
+63,710
368
$2.96M 0.04%
124,988
+7,087
369
$2.91M 0.04%
111,314
-230,949
370
$2.9M 0.04%
+70,571
371
$2.9M 0.04%
126,257
-90,197
372
$2.87M 0.04%
+41,620
373
$2.86M 0.04%
79,989
-37,840
374
$2.84M 0.04%
191,501
+36,601
375
$2.83M 0.04%
+84,700
13 14
15
16 17