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
676
$610K 0.01%
12,410
-23,300
677
$609K 0.01%
+13,810
678
$601K 0.01%
131,200
-4,000
679
$601K 0.01%
111,093
+31,948
680
$601K 0.01%
13,200
-1,100
681
$601K 0.01%
43,713
-21,238
682
$598K 0.01%
+38,000
683
$597K 0.01%
+1,661
684
$595K 0.01%
+11,805
685
$594K 0.01%
322,615
-14,604
686
$593K 0.01%
60,094
+9,994
687
$591K 0.01%
+25,390
688
$590K 0.01%
11,000
-5,000
689
$588K 0.01%
12,328
+1,820
690
$585K 0.01%
1,774
-196
691
$584K 0.01%
33,739
-5,830
692
$583K 0.01%
6,350
-50
693
$580K 0.01%
12,400
-118,580
694
$579K 0.01%
20,670
+8,670
695
$574K 0.01%
+36,187
696
$569K 0.01%
25,033
-16,667
697
$562K 0.01%
+11,400
698
$557K 0.01%
23,507
+3,937
699
$554K 0.01%
+21,450
700
$549K 0.01%
18,732
-2,100
26 27
28
29 30