Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$53.8M
2
+$50.2M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$25.9M

Top Sells

1
+$49.9M
2
+$41.5M
3
+$40.2M
4
LSI
LSI CORPORATION
LSI
+$39.6M
5
XOM icon
Exxon Mobil
XOM
+$37.9M

Sector Composition

1 Technology 19.57%
2 Industrials 13.72%
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
926
$48K ﹤0.01%
10,792
-53,323
927
$48K ﹤0.01%
16,600
-8,700
928
$46K ﹤0.01%
7,910
-1,210
929
$38K ﹤0.01%
+827
930
$36K ﹤0.01%
+51,500
931
$28K ﹤0.01%
585
-4,447
932
$26K ﹤0.01%
1,340
-25,558
933
$20K ﹤0.01%
+27,001
934
– –
-24,629
935
– –
-65,200
936
– –
-57,520
937
– –
-4,408
938
– –
-28,803
939
– –
-10,210
940
– –
-12,700
941
– –
-56,500
942
– –
-10,900
943
– –
-140,679
944
– –
-22,648
945
– –
-20,797
946
– –
-23,170
947
– –
-17,000
948
– –
-10,810
949
– –
-9,400
950
– –
-26,710
36 37
38
39 40