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
476
$996K 0.02%
+27,900
477
$992K 0.02%
33,028
-9,480
478
$990K 0.02%
9,250
-2,580
479
$987K 0.02%
+82,550
480
$986K 0.02%
77,096
+4,620
481
$971K 0.02%
29,698
-46,492
482
$966K 0.02%
108,900
-42,903
483
$963K 0.02%
26,670
+17,010
484
$962K 0.02%
80,174
-63,392
485
$958K 0.02%
6,510
-3,160
486
$958K 0.02%
+10,552
487
$954K 0.02%
117,396
-20,073
488
$952K 0.02%
+29,720
489
$944K 0.02%
+11,600
490
$936K 0.02%
24,800
-45,815
491
$922K 0.02%
+36,230
492
$919K 0.02%
24,895
-13,705
493
$918K 0.02%
14,680
-10,515
494
$917K 0.02%
13,230
-2,400
495
$917K 0.02%
15,130
+2,620
496
$914K 0.02%
22,099
-176,433
497
$910K 0.02%
+7,241
498
$902K 0.02%
+14,800
499
$883K 0.02%
+80,000
500
$882K 0.02%
46,026
+29,226
18 19
20
21 22