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
376
$1.86M 0.03%
+32,400
377
$1.84M 0.03%
20,980
-14,300
378
$1.8M 0.03%
34,940
-14,317
379
$1.79M 0.03%
+34,820
380
$1.79M 0.03%
42,957
+6,290
381
$1.78M 0.03%
18,999
-5,501
382
$1.78M 0.03%
+2,805
383
$1.78M 0.03%
97,543
-68,937
384
$1.77M 0.03%
+164,842
385
$1.76M 0.03%
+196,428
386
$1.74M 0.03%
129,278
+11,339
387
$1.72M 0.03%
+34,510
388
$1.71M 0.03%
21,000
-44,210
389
$1.7M 0.03%
77,970
-135,620
390
$1.7M 0.03%
11,742
-800
391
$1.69M 0.03%
258,389
+177,823
392
$1.69M 0.03%
+122,600
393
$1.69M 0.03%
+72,797
394
$1.68M 0.03%
12,567
+963
395
$1.68M 0.03%
18,000
+2,100
396
$1.67M 0.03%
565,177
-210,621
397
$1.67M 0.03%
+18,549
398
$1.67M 0.03%
116,628
-2,870
399
$1.67M 0.03%
50,870
400
$1.64M 0.03%
10,838
-17,082
14 15
16
17 18