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
551
$653K 0.01%
+55,500
552
$645K 0.01%
+158,107
553
$644K 0.01%
43,314
+31,814
554
$644K 0.01%
13,840
-1,740
555
$641K 0.01%
24,800
-59,400
556
$638K 0.01%
45,180
-800
557
$629K 0.01%
+14,630
558
$628K 0.01%
29,393
-94,788
559
$626K 0.01%
+48,300
560
$618K 0.01%
58,950
-438,996
561
$613K 0.01%
3,605
-10,699
562
$609K 0.01%
92,197
-68,951
563
$600K 0.01%
19,150
-15,102
564
$595K 0.01%
88,120
-33,600
565
$589K 0.01%
+17,135
566
$589K 0.01%
53,920
-2,780
567
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+27,801
568
$571K 0.01%
127,714
-9,600
569
$563K 0.01%
8,675
-3,170
570
$557K 0.01%
20,860
-240,884
571
$545K 0.01%
61,135
-8,723
572
$545K 0.01%
131,671
-15,700
573
$536K 0.01%
11,590
-16,112
574
$536K 0.01%
7,040
-150,927
575
$526K 0.01%
+10,200
21 22
23
24 25