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
676
$234K ﹤0.01%
9,682
-127,437
677
$232K ﹤0.01%
+4,710
678
$232K ﹤0.01%
+13,680
679
$232K ﹤0.01%
12,820
+1,670
680
$232K ﹤0.01%
+17,400
681
$230K ﹤0.01%
8,450
-700
682
$229K ﹤0.01%
13,493
-6,100
683
$228K ﹤0.01%
34,260
-9,200
684
$226K ﹤0.01%
22,808
-57,643
685
$224K ﹤0.01%
98,579
686
$223K ﹤0.01%
+19,633
687
$220K ﹤0.01%
8,621
-6,188
688
$219K ﹤0.01%
+3,262
689
$219K ﹤0.01%
5,964
-23,476
690
$219K ﹤0.01%
8,901
-7,549
691
$218K ﹤0.01%
+5,190
692
$216K ﹤0.01%
36,258
+24,958
693
$215K ﹤0.01%
+6,390
694
$215K ﹤0.01%
3,805
-21,652
695
$215K ﹤0.01%
+19,000
696
$209K ﹤0.01%
+11,570
697
$208K ﹤0.01%
+8,600
698
$206K ﹤0.01%
14,700
-48,033
699
$205K ﹤0.01%
81,899
-125,927
700
$203K ﹤0.01%
+20,900
26 27
28
29 30