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
876
$199K ﹤0.01%
+20,100
877
$196K ﹤0.01%
+22,100
878
$194K ﹤0.01%
+23,625
879
$194K ﹤0.01%
+57,016
880
$194K ﹤0.01%
+22,721
881
$185K ﹤0.01%
4,476
+2,309
882
$177K ﹤0.01%
13,162
-30,562
883
$172K ﹤0.01%
+7,167
884
$172K ﹤0.01%
12,800
-85,000
885
$153K ﹤0.01%
65,900
-22,900
886
$150K ﹤0.01%
4,668
-131,231
887
$147K ﹤0.01%
+12,230
888
$147K ﹤0.01%
2,250
+1,134
889
$146K ﹤0.01%
10,200
-2,600
890
$144K ﹤0.01%
+19,479
891
$139K ﹤0.01%
10
-5
892
$138K ﹤0.01%
+27,624
893
$136K ﹤0.01%
7
-6
894
$136K ﹤0.01%
+1,708
895
$135K ﹤0.01%
41
-49
896
$135K ﹤0.01%
5,762
+2,305
897
$135K ﹤0.01%
18,894
898
$128K ﹤0.01%
+18,000
899
$127K ﹤0.01%
16,864
-21,600
900
$123K ﹤0.01%
1,388
-160
34 35
36
37 38