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
526
$788K 0.01%
116,246
-106,535
527
$786K 0.01%
+12,180
528
$778K 0.01%
+19,320
529
$777K 0.01%
+7,440
530
$771K 0.01%
11,870
531
$769K 0.01%
10,600
-1,070
532
$756K 0.01%
20,300
-34,200
533
$754K 0.01%
49,162
534
$750K 0.01%
35,710
-57,192
535
$749K 0.01%
44,180
-14,000
536
$743K 0.01%
331,836
+12,992
537
$742K 0.01%
+26,200
538
$741K 0.01%
25,977
-71,018
539
$739K 0.01%
3,930
-1,120
540
$730K 0.01%
15,155
-4,900
541
$730K 0.01%
42,293
-41,497
542
$727K 0.01%
23,600
-249,950
543
$726K 0.01%
50,385
-1,898,070
544
$720K 0.01%
94,500
-38,200
545
$715K 0.01%
24,700
-5,700
546
$707K 0.01%
79,800
+37,100
547
$691K 0.01%
24,260
-2,140
548
$683K 0.01%
+46,500
549
$670K 0.01%
3,400
-58,838
550
$659K 0.01%
83,216
-87,521
20 21
22
23 24