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
151
$14.2M 0.21%
1,477,500
+72,600
152
$14.2M 0.21%
297,970
+39,670
153
$13.9M 0.21%
275,500
-3,600
154
$13.9M 0.21%
188,560
-21,270
155
$13.9M 0.21%
169,005
+163,175
156
$13.8M 0.21%
129,442
+13,982
157
$13.6M 0.2%
735
-178
158
$13.6M 0.2%
183,674
+37,044
159
$13.5M 0.2%
283,262
+400
160
$13.3M 0.2%
668,600
+381,800
161
$12.9M 0.19%
+286,470
162
$12.7M 0.19%
233,450
+13,940
163
$12.5M 0.19%
219,284
-7,555
164
$12.5M 0.19%
423,933
+161,083
165
$12.4M 0.19%
202,860
+69,100
166
$12.4M 0.19%
+359,193
167
$12.4M 0.19%
215,389
-10,120
168
$12.3M 0.19%
360,957
+130,926
169
$12.3M 0.19%
415,072
+93,150
170
$12.2M 0.18%
134,951
-1,194
171
$12.1M 0.18%
47,513
-29,690
172
$12.1M 0.18%
97,869
+12,640
173
$12.1M 0.18%
+277,750
174
$12M 0.18%
199,904
+52,427
175
$11.9M 0.18%
285,526
+10,137
5 6
7
8 9