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
851
$233K ﹤0.01%
+5,560
852
$233K ﹤0.01%
4,630
-153,670
853
$232K ﹤0.01%
5,100
-2,900
854
$231K ﹤0.01%
11,544
-4,591
855
$230K ﹤0.01%
+13,518
856
$229K ﹤0.01%
+144,833
857
$228K ﹤0.01%
+28,504
858
$227K ﹤0.01%
+5,840
859
$226K ﹤0.01%
34,149
860
$218K ﹤0.01%
+14,778
861
$218K ﹤0.01%
3,500
-34,267
862
$218K ﹤0.01%
+27,900
863
$215K ﹤0.01%
+32,908
864
$215K ﹤0.01%
2,620
-7,550
865
$213K ﹤0.01%
+6,540
866
$210K ﹤0.01%
7,337
-4,043
867
$210K ﹤0.01%
9,063
-14,627
868
$206K ﹤0.01%
3,080
-8,274
869
$206K ﹤0.01%
+40,870
870
$206K ﹤0.01%
12,290
-8,400
871
$205K ﹤0.01%
58,455
+17,802
872
$202K ﹤0.01%
+6,779
873
$202K ﹤0.01%
+11,400
874
$201K ﹤0.01%
20,962
+1,789
875
$199K ﹤0.01%
+11,243
33 34
35
36 37