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
401
$2.14M 0.04%
46,930
+4,470
402
$2.12M 0.04%
320,810
-9,500
403
$2.12M 0.04%
55,708
+4,288
404
$2.12M 0.04%
352,782
-28,579
405
$2.09M 0.04%
56,570
-89,254
406
$2.09M 0.04%
21,225
-5,532
407
$2.09M 0.04%
92,734
+16,880
408
$2.08M 0.04%
28,360
-57,050
409
$2.08M 0.04%
108,631
+20,100
410
$2.08M 0.04%
34,910
+4,335
411
$2.07M 0.04%
268,413
-53,600
412
$2.06M 0.04%
+27,740
413
$2.04M 0.04%
28,490
414
$2.04M 0.04%
115,467
+81,617
415
$2.04M 0.04%
47,310
-7,690
416
$2.04M 0.04%
+37,225
417
$2.02M 0.04%
24,230
+4,640
418
$2.01M 0.04%
123,246
+113,179
419
$2M 0.04%
95,100
+3,500
420
$1.98M 0.04%
52,460
-14,015
421
$1.96M 0.04%
+61,175
422
$1.96M 0.04%
18,200
-12,560
423
$1.95M 0.04%
78,021
+21,276
424
$1.94M 0.04%
262,231
-14,099
425
$1.94M 0.04%
420,787
+147,910
15 16
17
18 19