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
101
$20.4M 0.31%
1,382,240
+216,440
102
$19.9M 0.3%
+239,308
103
$19.5M 0.29%
264,643
+174,743
104
$19.3M 0.29%
274,725
+40,980
105
$19M 0.29%
462,257
-194,630
106
$18.9M 0.28%
291,993
+212,713
107
$18.9M 0.28%
416,910
-11,620
108
$18.9M 0.28%
39,572
-13,075
109
$18.8M 0.28%
531,810
+80,830
110
$18.5M 0.28%
175,877
-47,029
111
$18.5M 0.28%
204,310
-14,240
112
$18.5M 0.28%
245,240
+67,630
113
$18.4M 0.28%
463,316
-15,427
114
$18.3M 0.27%
443,009
+83,409
115
$18M 0.27%
747,191
-17,900
116
$17.9M 0.27%
207,721
-41,330
117
$17.8M 0.27%
273,050
-84
118
$17.7M 0.27%
182,460
-140,360
119
$17.7M 0.27%
132,402
-19,676
120
$17.5M 0.26%
563,036
+76,695
121
$17.5M 0.26%
694,840
+104,940
122
$17.5M 0.26%
147,774
+3,555
123
$17.2M 0.26%
458,448
-6,990
124
$17.1M 0.26%
227,550
+197,650
125
$17.1M 0.26%
440,818
-65,725
3 4
5
6 7