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
901
$118K ﹤0.01%
48,353
-16,894
902
$115K ﹤0.01%
+62,900
903
$114K ﹤0.01%
238
-148
904
$113K ﹤0.01%
15,031
-36,488
905
$112K ﹤0.01%
13,572
-2,740
906
$108K ﹤0.01%
+11,500
907
$107K ﹤0.01%
+19,100
908
$106K ﹤0.01%
11,600
-21,836
909
$105K ﹤0.01%
74,767
-51,659
910
$103K ﹤0.01%
+41,400
911
$97K ﹤0.01%
5,927
-41,593
912
$95K ﹤0.01%
12,300
-76,400
913
$94K ﹤0.01%
+19,600
914
$89K ﹤0.01%
+5,100
915
$89K ﹤0.01%
5,479
-12,975
916
$87K ﹤0.01%
+4,470
917
$69K ﹤0.01%
41,373
-3,300
918
$68K ﹤0.01%
28,912
-106,134
919
$65K ﹤0.01%
18,256
-1,500
920
$64K ﹤0.01%
5,333
-1,160
921
$61K ﹤0.01%
109
-31
922
$61K ﹤0.01%
+27
923
$58K ﹤0.01%
12,433
-101,758
924
$55K ﹤0.01%
23,935
-79,064
925
$50K ﹤0.01%
3,076
-3,632
35 36
37
38 39