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
426
$2.07M 0.03%
+233,536
427
$2.06M 0.03%
36,554
-21,949
428
$2.06M 0.03%
+7,380
429
$2.05M 0.03%
83,846
-34,014
430
$2.04M 0.03%
55,300
-29,990
431
$2.02M 0.03%
216,135
-10,500
432
$2.02M 0.03%
40,281
+18,361
433
$2.01M 0.03%
65,205
+53,605
434
$2M 0.03%
182,796
+88,196
435
$1.98M 0.03%
21,855
-68,740
436
$1.98M 0.03%
41,960
-920
437
$1.97M 0.03%
153,589
+66,449
438
$1.95M 0.03%
+228,087
439
$1.95M 0.03%
26,216
-105,294
440
$1.94M 0.03%
58,240
-45,724
441
$1.92M 0.03%
+24,790
442
$1.9M 0.03%
+56,040
443
$1.88M 0.03%
33,480
-5,820
444
$1.88M 0.03%
+21,194
445
$1.87M 0.03%
177,281
+51,301
446
$1.87M 0.03%
+54,440
447
$1.87M 0.03%
53,310
-47,440
448
$1.85M 0.03%
+50,540
449
$1.83M 0.03%
228,897
+53,097
450
$1.8M 0.03%
88,010
+5,050
16 17
18
19 20