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
$5.18B
AUM Growth
-$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,157
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.6M
3
+$28.9M
4
LSTR icon
Landstar System
LSTR
+$21.9M
5
DPZ icon
Domino's
DPZ
+$21.9M

Top Sells

1
+$39.1M
2
+$33.8M
3
+$27.7M
4
MRO
Marathon Oil Corporation
MRO
+$27.1M
5
C icon
Citigroup
C
+$26.9M

Sector Composition

1 Technology 19.04%
2 Financials 17.57%
3 Healthcare 14.1%
4 Industrials 10.42%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.2M 0.49%
369,360
+63,070
52
$24.3M 0.47%
413,112
-89,745
53
$24.2M 0.47%
667,970
+293,090
54
$24.1M 0.47%
1,624,450
+235,280
55
$24M 0.46%
472,794
+25,050
56
$23.6M 0.46%
257,580
+176,590
57
$22.9M 0.44%
258,240
-7,180
58
$22.7M 0.44%
570,760
-113,801
59
$22.6M 0.44%
101,083
-44,160
60
$22.6M 0.44%
286,426
-256,332
61
$22M 0.43%
370,460
-452,280
62
$22M 0.42%
458,157
-25,914
63
$22M 0.42%
141,131
-77,557
64
$21.6M 0.42%
394,706
+47,780
65
$21.6M 0.42%
404,928
-286,420
66
$21.5M 0.42%
372,010
-56,420
67
$21.2M 0.41%
+268,896
68
$21M 0.41%
459,516
+85,800
69
$20.4M 0.39%
976,422
+72,138
70
$20.3M 0.39%
425,529
+52,637
71
$20.1M 0.39%
250,525
+2,388
72
$20.1M 0.39%
823,610
-201,760
73
$20.1M 0.39%
161,898
+133,943
74
$19.9M 0.38%
417,739
-22,328
75
$19.9M 0.38%
1,122,498
-215,900
1 2
3
4 5