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
451
$1.78M 0.03%
33,400
-7,810
452
$1.77M 0.03%
73,041
+45,281
453
$1.77M 0.03%
+228,202
454
$1.77M 0.03%
91,692
-19,948
455
$1.76M 0.03%
+97,042
456
$1.74M 0.03%
7,170
-150
457
$1.74M 0.03%
52,770
-8,144
458
$1.73M 0.03%
240,416
+206,616
459
$1.72M 0.03%
22,363
-2,859
460
$1.72M 0.03%
+16,930
461
$1.71M 0.03%
44,480
-21,110
462
$1.7M 0.03%
53,510
+36,060
463
$1.68M 0.03%
41,727
-6,223
464
$1.67M 0.03%
15,580
-46,588
465
$1.66M 0.03%
77,329
+42,129
466
$1.65M 0.02%
25,230
-49,090
467
$1.63M 0.02%
83,182
+30,885
468
$1.62M 0.02%
86,600
-119,800
469
$1.61M 0.02%
68,271
-18,367
470
$1.61M 0.02%
+89,701
471
$1.59M 0.02%
45,213
-8,319
472
$1.58M 0.02%
+132,463
473
$1.57M 0.02%
+3,931
474
$1.56M 0.02%
10,179
-576
475
$1.55M 0.02%
35,800
-60,926
17 18
19
20 21