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
$6.66B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$49.7M
3
+$36M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$27.9M

Top Sells

1
+$55.1M
2
+$44.8M
3
+$41.5M
4
ROST icon
Ross Stores
ROST
+$40.1M
5
LSI
LSI CORPORATION
LSI
+$39.6M

Sector Composition

1 Technology 19.52%
2 Industrials 13.47%
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
376
$2.76M 0.04%
6,892,000
-15,450,520
377
$2.74M 0.04%
8,644
-59,676
378
$2.71M 0.04%
50,744
-114,101
379
$2.71M 0.04%
+107,136
380
$2.69M 0.04%
102,983
-36,922
381
$2.67M 0.04%
166,743
-93,798
382
$2.66M 0.04%
39,760
+34,360
383
$2.64M 0.04%
136,435
-4,100
384
$2.64M 0.04%
105,109
+57,310
385
$2.64M 0.04%
+91,240
386
$2.63M 0.04%
4,530
-2,575
387
$2.61M 0.04%
177,794
-21,000
388
$2.58M 0.04%
80,020
-84,280
389
$2.58M 0.04%
34,668
+31,568
390
$2.56M 0.04%
19,290
-49,170
391
$2.54M 0.04%
57,592
-8,328
392
$2.53M 0.04%
490,449
-1,878,566
393
$2.5M 0.04%
135,377
+40,357
394
$2.46M 0.04%
11,320
+80
395
$2.45M 0.04%
73,420
+55,180
396
$2.44M 0.04%
305,228
+291,596
397
$2.43M 0.04%
146,663
+128,963
398
$2.42M 0.04%
+59,456
399
$2.41M 0.04%
95,044
+21,883
400
$2.41M 0.04%
127,960
+66,260
14 15
16
17 18