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
451
$1.16M 0.02%
42,013
-7,755
452
$1.14M 0.02%
42,720
-2,400
453
$1.13M 0.02%
42,722
-61,410
454
$1.12M 0.02%
150,555
-51,510
455
$1.12M 0.02%
27,510
-81,931
456
$1.12M 0.02%
27,180
+740
457
$1.11M 0.02%
47,340
-26,130
458
$1.1M 0.02%
21,640
+170
459
$1.09M 0.02%
+60,200
460
$1.08M 0.02%
18,672
461
$1.08M 0.02%
30,800
-1,160
462
$1.08M 0.02%
2,056,000
+496,000
463
$1.07M 0.02%
44,620
-12,190
464
$1.07M 0.02%
109,497
-28,600
465
$1.05M 0.02%
35,230
+8,490
466
$1.05M 0.02%
58,348
467
$1.04M 0.02%
146,800
+91,400
468
$1.04M 0.02%
73,400
469
$1.03M 0.02%
30,250
+1,750
470
$1.03M 0.02%
+45,230
471
$1.02M 0.02%
20,570
-114,040
472
$1.01M 0.02%
+22,110
473
$1.01M 0.02%
72,485
-62,623
474
$1.01M 0.02%
22,720
+10,700
475
$999K 0.02%
+51,484
17 18
19
20 21