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
751
$420K 0.01%
35,648
-4,052
752
$417K 0.01%
15,111
-2,699
753
$416K 0.01%
63,951
+18,241
754
$415K 0.01%
+24,300
755
$409K 0.01%
+3,300
756
$405K 0.01%
+92,100
757
$402K 0.01%
33,652
+7,200
758
$401K 0.01%
56,500
+38,800
759
$401K 0.01%
+161,492
760
$401K 0.01%
1,753
-6,140
761
$397K 0.01%
10,100
-1,680
762
$397K 0.01%
44,761
-16,172
763
$392K 0.01%
142,955
-92,675
764
$390K 0.01%
13,440
765
$387K 0.01%
52,100
-22,900
766
$385K 0.01%
+16,008
767
$378K 0.01%
9,446
-2,866
768
$378K 0.01%
14,800
-1,400
769
$377K 0.01%
+13,967
770
$377K 0.01%
+21,517
771
$376K 0.01%
43,100
-7,400
772
$376K 0.01%
23,785
-4,115
773
$375K 0.01%
23,760
-37,640
774
$374K 0.01%
3,196
+1,103
775
$373K 0.01%
17,361
+942
29 30
31
32 33