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
476
$1.54M 0.02%
11,884
-600
477
$1.54M 0.02%
+300
478
$1.54M 0.02%
74,109
+27,709
479
$1.53M 0.02%
+42,390
480
$1.53M 0.02%
32,610
+11,651
481
$1.53M 0.02%
48,669
482
$1.53M 0.02%
178,329
+96,375
483
$1.53M 0.02%
38,800
-10,200
484
$1.51M 0.02%
+37,600
485
$1.51M 0.02%
67,399
+14,900
486
$1.51M 0.02%
96,291
+38,711
487
$1.49M 0.02%
+28,282
488
$1.48M 0.02%
25,265
-70,649
489
$1.48M 0.02%
25,443
-122,017
490
$1.46M 0.02%
211,416
+49,714
491
$1.44M 0.02%
+12,520
492
$1.44M 0.02%
26,050
+6,930
493
$1.43M 0.02%
115,090
+17,590
494
$1.42M 0.02%
33,506
+7,893
495
$1.41M 0.02%
170,794
+63,966
496
$1.4M 0.02%
+42,323
497
$1.4M 0.02%
34,800
-1,900
498
$1.4M 0.02%
+113,828
499
$1.37M 0.02%
+44,390
500
$1.34M 0.02%
49,531
+24,326
18 19
20
21 22