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
626
$349K 0.01%
+36,763
627
$345K 0.01%
6,170
-45,582
628
$343K 0.01%
+13,543
629
$342K 0.01%
20,656
-1,020
630
$341K 0.01%
+5,750
631
$339K 0.01%
72,500
+6,400
632
$338K 0.01%
+19,300
633
$338K 0.01%
5,780
634
$336K 0.01%
+20,603
635
$335K 0.01%
17,644
-1,140
636
$335K 0.01%
+27,663
637
$333K 0.01%
313,857
+21,100
638
$329K 0.01%
+6,920
639
$325K 0.01%
7,330
-684,786
640
$322K 0.01%
16,267
-31,093
641
$317K 0.01%
18,930
642
$316K 0.01%
+16,051
643
$315K 0.01%
+41,433
644
$314K 0.01%
5,730
645
$314K 0.01%
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646
$312K 0.01%
4,500
647
$311K 0.01%
9,870
648
$311K 0.01%
+6,540
649
$303K 0.01%
6,380
-53,514
650
$301K 0.01%
2,226
-93,216
24 25
26
27 28