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
576
$523K 0.01%
31,505
-12,962
577
$521K 0.01%
+30,500
578
$521K 0.01%
22,431
-4,000
579
$515K 0.01%
+10,631
580
$513K 0.01%
3,066
581
$509K 0.01%
82,419
-10,550
582
$489K 0.01%
+13,695
583
$485K 0.01%
31,193
-7,609
584
$483K 0.01%
+14,682
585
$480K 0.01%
6,110
-170
586
$475K 0.01%
15,720
+4,720
587
$475K 0.01%
+30,411
588
$473K 0.01%
30,894
-37,950
589
$470K 0.01%
+18,400
590
$455K 0.01%
14,912
-11,730
591
$449K 0.01%
25,176
-7,200
592
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593
$445K 0.01%
36,200
594
$437K 0.01%
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595
$433K 0.01%
24,647
-36,681
596
$429K 0.01%
21,371
-5,629
597
$426K 0.01%
66,197
-1,008
598
$422K 0.01%
7,751
+5,201
599
$419K 0.01%
141
+36
600
$419K 0.01%
36,142
+17,225
22 23
24
25 26