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
701
$549K 0.01%
+8,425
702
$548K 0.01%
+6,860
703
$547K 0.01%
9,711
-4,589
704
$542K 0.01%
18,147
+1,100
705
$540K 0.01%
+17,100
706
$532K 0.01%
13,001
-140,158
707
$528K 0.01%
15,200
-15,900
708
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+15,478
709
$514K 0.01%
29,111
710
$513K 0.01%
175,742
+58,242
711
$511K 0.01%
152,900
-116,700
712
$508K 0.01%
10,156
-120,051
713
$508K 0.01%
23,824
-2,533
714
$507K 0.01%
+9,500
715
$501K 0.01%
+3,330
716
$495K 0.01%
19,900
-5,200
717
$492K 0.01%
28,570
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718
$489K 0.01%
21,071
+1,591
719
$488K 0.01%
24,300
-4,400
720
$485K 0.01%
15,560
-24,740
721
$478K 0.01%
10,215
-1,271
722
$474K 0.01%
63,642
-112,908
723
$471K 0.01%
19,260
-129,151
724
$470K 0.01%
13,800
-657,328
725
$461K 0.01%
+56,000
27 28
29
30 31