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
801
$316K ﹤0.01%
+16,661
802
$316K ﹤0.01%
+5,340
803
$313K ﹤0.01%
+60,500
804
$312K ﹤0.01%
+10,419
805
$312K ﹤0.01%
3,651
-27,792
806
$312K ﹤0.01%
+19,601
807
$312K ﹤0.01%
38,201
-1,299
808
$310K ﹤0.01%
6,720
-1,580
809
$310K ﹤0.01%
+21,996
810
$309K ﹤0.01%
26,778
-26,122
811
$307K ﹤0.01%
2,680
-910
812
$302K ﹤0.01%
83,359
+16,400
813
$301K ﹤0.01%
5,400
-989,000
814
$298K ﹤0.01%
22,600
-63,700
815
$297K ﹤0.01%
32,182
-9,400
816
$296K ﹤0.01%
31,469
-56,566
817
$294K ﹤0.01%
27,688
-300
818
$291K ﹤0.01%
+2,680
819
$287K ﹤0.01%
+14,747
820
$284K ﹤0.01%
6,700
-8,400
821
$282K ﹤0.01%
9,256
+6,426
822
$278K ﹤0.01%
21,744
+6,278
823
$278K ﹤0.01%
7,200
-137,129
824
$277K ﹤0.01%
+4,536
825
$273K ﹤0.01%
+131,793
31 32
33
34 35