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
551
$1.09M 0.02%
12,190
-210
552
$1.09M 0.02%
14,860
+9,170
553
$1.09M 0.02%
86,021
+45,456
554
$1.08M 0.02%
105,346
+59,743
555
$1.08M 0.02%
28,058
+4,358
556
$1.07M 0.02%
228,605
+185,205
557
$1.07M 0.02%
+59,208
558
$1.07M 0.02%
+125,085
559
$1.06M 0.02%
+23,320
560
$1.06M 0.02%
54,900
+22,100
561
$1.06M 0.02%
24,700
-18,900
562
$1.05M 0.02%
35,830
-95,990
563
$1.04M 0.02%
13,935
+3,335
564
$1.04M 0.02%
47,430
-1,806
565
$1.03M 0.02%
32,082
+13,782
566
$1.02M 0.02%
33,000
567
$1.02M 0.02%
30,149
-53
568
$1M 0.02%
+16,150
569
$1M 0.02%
+31,530
570
$1M 0.02%
34,130
-3,370
571
$1M 0.02%
136,680
-800
572
$998K 0.02%
77,659
+3,476
573
$991K 0.01%
81,117
+16,520
574
$988K 0.01%
36,442
+11,500
575
$988K 0.01%
5,145
+2,371
21 22
23
24 25