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
51
$35.4M 0.53%
1,454,988
+805,048
52
$34.6M 0.52%
903,340
-55,290
53
$34.1M 0.51%
3,555,324
+1,802,004
54
$33.7M 0.51%
427,716
+164,080
55
$32.3M 0.49%
418,345
+168,110
56
$32.3M 0.48%
999,884
+125,150
57
$31.9M 0.48%
504,674
+130,954
58
$31.8M 0.48%
536,440
+45,725
59
$31.6M 0.47%
342,491
+179,141
60
$31.3M 0.47%
505,730
-60,640
61
$31.3M 0.47%
480,690
+365,190
62
$31.2M 0.47%
453,909
+319,159
63
$30.8M 0.46%
333,450
-10,190
64
$28.4M 0.43%
131,050
-68,984
65
$28.4M 0.43%
2,790,647
+444,340
66
$28.1M 0.42%
326,622
+14,000
67
$28.1M 0.42%
382,250
+49,720
68
$27.9M 0.42%
+305,510
69
$27.7M 0.42%
206,192
-46,375
70
$27.7M 0.42%
416,930
+30,580
71
$26.6M 0.4%
+1,023,160
72
$26.6M 0.4%
510,988
-4,430
73
$25.3M 0.38%
161,589
+3,541
74
$25.2M 0.38%
397,833
-27,306
75
$24.8M 0.37%
488,607
-216,273
1 2
3
4 5