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
1026
– –
-63,415
1027
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-10,300
1028
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-57,060
1029
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-18,100
1030
– –
-5,040
1031
– –
-10,000
1032
– –
-16,100
1033
– –
-262,820
1034
– –
-81,800
1035
– –
-180,760
1036
– –
-45,300
1037
– –
-173,845
1038
– –
-86,259
1039
– –
-542,015
1040
– –
-122,733
1041
– –
-12,744
1042
– –
-14,000
1043
– –
-24,280
1044
– –
-497,337
1045
– –
-38,300
1046
– –
-43,120
1047
– –
-23,700
1048
– –
-75,263
1049
– –
-59,371
1050
– –
-71,400
40 41
42
43 44