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
526
$1.14M 0.02%
88,260
+40,060
527
$1.13M 0.02%
45,100
+9,580
528
$1.13M 0.02%
38,447
-6,468
529
$1.12M 0.02%
49,300
-35,811
530
$1.11M 0.02%
46,890
-18,260
531
$1.11M 0.02%
32,580
532
$1.11M 0.02%
12,807
-4,119
533
$1.11M 0.02%
27,216
-1,350
534
$1.1M 0.02%
+26,500
535
$1.08M 0.02%
21,980
-27,590
536
$1.08M 0.02%
27,820
+180
537
$1.08M 0.02%
13,080
-3,820
538
$1.08M 0.02%
31,530
-960
539
$1.08M 0.02%
+25,930
540
$1.07M 0.02%
19,758
-143,185
541
$1.06M 0.02%
26,760
-500
542
$1.06M 0.02%
+31,250
543
$1.05M 0.02%
43,353
+1,030
544
$1.04M 0.02%
20,841
+9,191
545
$1.04M 0.02%
+69,544
546
$1.03M 0.02%
60,289
-48,191
547
$1.03M 0.02%
+10,960
548
$1.03M 0.02%
38,120
-8,282
549
$1.02M 0.02%
170,500
-44,088
550
$1.02M 0.02%
70,307
+29,718
20 21
22
23 24