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
401
$2.41M 0.04%
+16,546
402
$2.39M 0.04%
+225,200
403
$2.39M 0.04%
75,574
+42,664
404
$2.36M 0.04%
97,530
-47,970
405
$2.3M 0.03%
200,950
+129,290
406
$2.3M 0.03%
+97,020
407
$2.28M 0.03%
40,439
-385,460
408
$2.27M 0.03%
28,113
-100
409
$2.25M 0.03%
56,192
-82,915
410
$2.25M 0.03%
9,200
411
$2.24M 0.03%
+59,200
412
$2.23M 0.03%
79,739
+33,939
413
$2.22M 0.03%
98,550
-23,960
414
$2.2M 0.03%
+48,156
415
$2.2M 0.03%
+62,390
416
$2.19M 0.03%
77,463
-39,437
417
$2.16M 0.03%
28,530
-2,370
418
$2.16M 0.03%
+73,500
419
$2.13M 0.03%
107,607
+84,997
420
$2.13M 0.03%
45,773
-51,500
421
$2.13M 0.03%
+109,356
422
$2.12M 0.03%
+62,572
423
$2.12M 0.03%
+34,240
424
$2.11M 0.03%
111,016
-57,168
425
$2.09M 0.03%
115,875
+95,945
15 16
17
18 19