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
651
$713K 0.01%
56,112
+18,562
652
$709K 0.01%
37,634
+6,964
653
$708K 0.01%
100,284
+29,133
654
$706K 0.01%
27,164
+13,214
655
$699K 0.01%
19,036
+1,334
656
$698K 0.01%
11,496
+5,596
657
$688K 0.01%
33,200
-117,169
658
$681K 0.01%
12,900
-618,144
659
$681K 0.01%
+33,580
660
$680K 0.01%
28,324
-2,772
661
$677K 0.01%
+14,600
662
$675K 0.01%
21,080
+2,380
663
$666K 0.01%
14,090
+2,490
664
$657K 0.01%
125,590
-10,400
665
$648K 0.01%
+48,674
666
$644K 0.01%
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667
$639K 0.01%
65,806
668
$632K 0.01%
33,998
+23,998
669
$627K 0.01%
66,700
-24,900
670
$627K 0.01%
+56,701
671
$625K 0.01%
+22,937
672
$623K 0.01%
48,270
+19,170
673
$619K 0.01%
16,850
-246,980
674
$618K 0.01%
+71,144
675
$610K 0.01%
50,300
-15,320
25 26
27
28 29