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
726
$459K 0.01%
12,040
-1,200
727
$456K 0.01%
14,960
-5,727
728
$455K 0.01%
34,955
+3,178
729
$451K 0.01%
13,700
-15,536
730
$448K 0.01%
18,434
-11,122
731
$447K 0.01%
+66,447
732
$446K 0.01%
+14,900
733
$444K 0.01%
13,594
+5,761
734
$443K 0.01%
+27,582
735
$442K 0.01%
+31,100
736
$441K 0.01%
+5,320
737
$441K 0.01%
+23,800
738
$437K 0.01%
21,691
+5,456
739
$437K 0.01%
20,400
-6,357
740
$431K 0.01%
6,870
-6,600
741
$431K 0.01%
15,200
-2,000
742
$430K 0.01%
5,430
+5,007
743
$429K 0.01%
+16,700
744
$428K 0.01%
14,066
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745
$425K 0.01%
12,170
-6,630
746
$424K 0.01%
26,100
-18,600
747
$424K 0.01%
11,131
+3,500
748
$423K 0.01%
15,689
-1,060
749
$423K 0.01%
+197
750
$422K 0.01%
34,316
-413,544
28 29
30
31 32