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
501
$1.33M 0.03%
146,500
+42,300
502
$1.32M 0.03%
40,529
+22,715
503
$1.32M 0.03%
19,540
-51,470
504
$1.3M 0.03%
132,105
+12,800
505
$1.29M 0.02%
23,490
-10,380
506
$1.28M 0.02%
46,658
-35,872
507
$1.25M 0.02%
13,970
-11,250
508
$1.24M 0.02%
17,150
509
$1.24M 0.02%
123,900
+52,900
510
$1.24M 0.02%
28,220
-2,900
511
$1.24M 0.02%
35,571
-6,130
512
$1.23M 0.02%
+220,016
513
$1.23M 0.02%
139,691
+10,740
514
$1.23M 0.02%
16,204
-6,004
515
$1.22M 0.02%
38,980
-69,227
516
$1.22M 0.02%
14,270
-1,060
517
$1.21M 0.02%
+14,440
518
$1.2M 0.02%
7,070
519
$1.18M 0.02%
3,368
-40
520
$1.17M 0.02%
+70,409
521
$1.17M 0.02%
160,367
+86,934
522
$1.16M 0.02%
+22,170
523
$1.16M 0.02%
17,250
-7,980
524
$1.16M 0.02%
263,405
-18,000
525
$1.16M 0.02%
151,729
-17,900
19 20
21
22 23