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
601
$905K 0.01%
191,662
+70,785
602
$889K 0.01%
+136,400
603
$888K 0.01%
19,330
+930
604
$885K 0.01%
+68,900
605
$875K 0.01%
30,180
+8,580
606
$875K 0.01%
83,614
+28,274
607
$873K 0.01%
100,908
+34,602
608
$871K 0.01%
33,870
-8,900
609
$864K 0.01%
31,310
+7,910
610
$852K 0.01%
27,212
+1,612
611
$850K 0.01%
194,422
+51,325
612
$849K 0.01%
74,630
+54,897
613
$845K 0.01%
34,650
-5,400
614
$842K 0.01%
+5,655
615
$828K 0.01%
44,800
-8,355
616
$826K 0.01%
70,428
-34,230
617
$824K 0.01%
26,040
-190,040
618
$824K 0.01%
2,208
-265
619
$822K 0.01%
126,430
+82,215
620
$820K 0.01%
+17,777
621
$820K 0.01%
70,128
-306,313
622
$816K 0.01%
35,310
-42,266
623
$812K 0.01%
+23,370
624
$811K 0.01%
21,471
+1,495
625
$809K 0.01%
+22,600
23 24
25
26 27