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
176
$11.9M 0.18%
115,200
+22,140
177
$11.7M 0.18%
353,910
-102,780
178
$11.7M 0.18%
199,460
-49,620
179
$11.7M 0.18%
743,110
+365,764
180
$11.4M 0.17%
734,725
-518,605
181
$11.4M 0.17%
+635,418
182
$11.3M 0.17%
+438,880
183
$11.2M 0.17%
627,299
+98,522
184
$11M 0.17%
209,648
+89,928
185
$11M 0.17%
330,783
-1,800
186
$11M 0.17%
139,605
+75,205
187
$10.2M 0.15%
273,410
-1,070,312
188
$10.2M 0.15%
164,610
+70,620
189
$10.1M 0.15%
290,920
-2,510
190
$10.1M 0.15%
193,936
+181,314
191
$10M 0.15%
845,400
-6,400
192
$9.92M 0.15%
142,380
-48,850
193
$9.91M 0.15%
143,785
-15,640
194
$9.85M 0.15%
154,133
+19,072
195
$9.76M 0.15%
509,777
+309,218
196
$9.72M 0.15%
193,230
-514,831
197
$9.69M 0.15%
1,388,579
+631,844
198
$9.67M 0.15%
297,963
-46,040
199
$9.52M 0.14%
115,830
-356,070
200
$9.51M 0.14%
143,152
-4,160
6 7
8
9 10