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
651
$300K 0.01%
41,958
-4,583
652
$300K 0.01%
4,670
-15,240
653
$299K 0.01%
5,200
654
$285K ﹤0.01%
10,733
-2,300
655
$280K ﹤0.01%
+6,500
656
$277K ﹤0.01%
+20,656
657
$276K ﹤0.01%
+30,200
658
$274K ﹤0.01%
8,290
-19,337
659
$272K ﹤0.01%
+6,960
660
$271K ﹤0.01%
4,200
-475,881
661
$269K ﹤0.01%
15,200
-1,500
662
$266K ﹤0.01%
5,800
-500
663
$262K ﹤0.01%
4,690
+840
664
$261K ﹤0.01%
+4,920
665
$260K ﹤0.01%
4,160
-40,530
666
$260K ﹤0.01%
+13,772
667
$255K ﹤0.01%
3,240
-24,270
668
$250K ﹤0.01%
+4,027
669
$250K ﹤0.01%
26,747
-3,627
670
$250K ﹤0.01%
+63,400
671
$245K ﹤0.01%
9,549
-4,000
672
$242K ﹤0.01%
+42,831
673
$242K ﹤0.01%
41,229
+20,649
674
$240K ﹤0.01%
+17,100
675
$236K ﹤0.01%
10,640
25 26
27
28 29