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
201
$9.46M 0.14%
707,471
+47,483
202
$9.38M 0.14%
429,338
-614,544
203
$9.13M 0.14%
129,706
+60,926
204
$9.09M 0.14%
1,413,134
+214,900
205
$9.05M 0.14%
463,030
+177,430
206
$8.94M 0.13%
725,560
+476,280
207
$8.81M 0.13%
8,586
-414
208
$8.69M 0.13%
373,292
+90,740
209
$8.66M 0.13%
303,705
+248,605
210
$8.6M 0.13%
218,660
+35,500
211
$8.5M 0.13%
+4,447
212
$8.48M 0.13%
337,348
+74,500
213
$8.45M 0.13%
112,860
+1,490
214
$8.43M 0.13%
791,500
-156,900
215
$8.25M 0.12%
288,453
+68,066
216
$8.22M 0.12%
+281,808
217
$8.2M 0.12%
590,322
+257,590
218
$8.15M 0.12%
289,470
+6,540
219
$8.11M 0.12%
+144,720
220
$8.08M 0.12%
+211,644
221
$8.06M 0.12%
252,495
+42,330
222
$7.94M 0.12%
+281,800
223
$7.86M 0.12%
333,112
-26,549
224
$7.86M 0.12%
+509,130
225
$7.81M 0.12%
841,248
+496,577
7 8
9
10 11