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
601
$415K 0.01%
26,500
+4,700
602
$414K 0.01%
23,353
-17,440
603
$412K 0.01%
12,100
-16,600
604
$403K 0.01%
+6,210
605
$398K 0.01%
16,900
-27,400
606
$397K 0.01%
35,130
+18,830
607
$394K 0.01%
81,215
+22,148
608
$391K 0.01%
+9,948
609
$391K 0.01%
3,689
+1,735
610
$391K 0.01%
197,665
+48,865
611
$390K 0.01%
6,080
-17,660
612
$388K 0.01%
5,770
-54,710
613
$387K 0.01%
+5,240
614
$377K 0.01%
4,890
-1,900
615
$373K 0.01%
14,300
-16,500
616
$373K 0.01%
15,409
-900
617
$371K 0.01%
+13,013
618
$370K 0.01%
9,880
619
$368K 0.01%
8,120
-21,130
620
$368K 0.01%
+8,720
621
$365K 0.01%
5,740
+500
622
$364K 0.01%
28,257
-132,454
623
$357K 0.01%
3,760
+300
624
$357K 0.01%
+4,620
625
$350K 0.01%
+64,783
23 24
25
26 27