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
$5.18B
AUM Growth
-$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,157
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.6M
3
+$28.9M
4
LSTR icon
Landstar System
LSTR
+$21.9M
5
DPZ icon
Domino's
DPZ
+$21.9M

Top Sells

1
+$39.1M
2
+$33.8M
3
+$27.7M
4
MRO
Marathon Oil Corporation
MRO
+$27.1M
5
C icon
Citigroup
C
+$26.9M

Sector Composition

1 Technology 19.04%
2 Financials 17.57%
3 Healthcare 14.1%
4 Industrials 10.42%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.16M 0.12%
125,280
-4,700
227
$6.16M 0.12%
186,330
+6,150
228
$6.16M 0.12%
128,846
-24,540
229
$6.01M 0.12%
40,910
+15,170
230
$5.91M 0.11%
99,629
-35,350
231
$5.84M 0.11%
+66,830
232
$5.84M 0.11%
4,158
-1,429
233
$5.78M 0.11%
345,991
-179,436
234
$5.76M 0.11%
678,500
-86,600
235
$5.71M 0.11%
267,650
+121,600
236
$5.61M 0.11%
97,935
+50,456
237
$5.57M 0.11%
129,278
-138,234
238
$5.55M 0.11%
237,540
+219,620
239
$5.54M 0.11%
542,568
+27,000
240
$5.54M 0.11%
699,044
+122,495
241
$5.51M 0.11%
87,048
-370,463
242
$5.47M 0.11%
38,520
-130
243
$5.45M 0.11%
150,369
-607,597
244
$5.41M 0.1%
+35,300
245
$5.36M 0.1%
80,530
+60,540
246
$5.31M 0.1%
484,791
+452,191
247
$5.3M 0.1%
323,102
+129,580
248
$5.3M 0.1%
+25,835
249
$5.24M 0.1%
134,241
-67,460
250
$5.21M 0.1%
60,340
+44,420
8 9
10
11 12