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
426
$1.39M 0.02%
4,683
-252
427
$1.38M 0.02%
86,806
-3,658
428
$1.38M 0.02%
23,000
-2,800
429
$1.36M 0.02%
+25,097
430
$1.34M 0.02%
36,300
-2,500
431
$1.33M 0.02%
16,390
-26,824
432
$1.33M 0.02%
7,678
433
$1.31M 0.02%
+91,788
434
$1.28M 0.02%
18,390
435
$1.28M 0.02%
35,761
-12,138
436
$1.28M 0.02%
81,096
-21,000
437
$1.25M 0.02%
70,850
-108,180
438
$1.23M 0.02%
+17,940
439
$1.22M 0.02%
30,729
-12,090
440
$1.21M 0.02%
31,850
-20,690
441
$1.21M 0.02%
39,513
-3,380
442
$1.21M 0.02%
10,139
-145,432
443
$1.2M 0.02%
17,600
-4,170
444
$1.2M 0.02%
16,280
445
$1.19M 0.02%
73,745
-56,600
446
$1.18M 0.02%
83,392
+61,200
447
$1.17M 0.02%
7,117
-25,509
448
$1.17M 0.02%
+30,617
449
$1.17M 0.02%
+28,950
450
$1.17M 0.02%
20,050
-12,560
16 17
18
19 20