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
$5.88B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.6M
3
+$41M
4
LUV icon
Southwest Airlines
LUV
+$38.7M
5
SBUX icon
Starbucks
SBUX
+$37.5M

Top Sells

1
+$46.3M
2
+$43.1M
3
+$34.6M
4
VZ icon
Verizon
VZ
+$33.8M
5
AAP icon
Advance Auto Parts
AAP
+$30.8M

Sector Composition

1 Technology 17.74%
2 Healthcare 16.87%
3 Financials 15.6%
4 Industrials 10.88%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.62M 0.06%
144,360
+105,000
277
$3.61M 0.06%
+91,089
278
$3.61M 0.06%
+193,817
279
$3.6M 0.06%
80,086
-115,703
280
$3.59M 0.06%
+113,320
281
$3.58M 0.06%
54,810
+48,000
282
$3.57M 0.06%
10,059
-3,466
283
$3.57M 0.06%
84,273
-423,226
284
$3.56M 0.06%
53,375
+17,515
285
$3.48M 0.06%
+66,211
286
$3.46M 0.06%
52,200
-224,550
287
$3.45M 0.06%
23,040
-206,082
288
$3.44M 0.06%
+41,245
289
$3.42M 0.06%
+46,640
290
$3.38M 0.06%
100,275
+16,600
291
$3.36M 0.06%
+29,458
292
$3.35M 0.06%
+106,936
293
$3.29M 0.06%
148,600
-95,800
294
$3.25M 0.06%
58,746
-320
295
$3.24M 0.06%
168,100
-109,641
296
$3.23M 0.06%
83,240
+23,700
297
$3.19M 0.05%
253,939
-69,501
298
$3.18M 0.05%
85,232
299
$3.14M 0.05%
+69,721
300
$3.12M 0.05%
108,543
-10,800
10 11
12
13 14