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
626
$805K 0.01%
15,264
-168,556
627
$801K 0.01%
+46,550
628
$799K 0.01%
+28,640
629
$794K 0.01%
50,000
-104,600
630
$792K 0.01%
+40,220
631
$789K 0.01%
+1,397
632
$789K 0.01%
+45,402
633
$785K 0.01%
19,118
+8,888
634
$785K 0.01%
9,828
-16,812
635
$782K 0.01%
44,250
+10,200
636
$776K 0.01%
52,220
+1,420
637
$776K 0.01%
60,900
638
$773K 0.01%
+22,960
639
$770K 0.01%
24,324
+13,840
640
$765K 0.01%
10,400
-3,200
641
$761K 0.01%
+21,490
642
$757K 0.01%
175,594
-11,100
643
$744K 0.01%
+13,930
644
$744K 0.01%
35,410
-5,200
645
$738K 0.01%
235,050
+140,850
646
$733K 0.01%
73,406
-9,294
647
$731K 0.01%
+28,990
648
$725K 0.01%
+51,880
649
$725K 0.01%
+128,522
650
$722K 0.01%
10,068
+2,305
24 25
26
27 28