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
751
$84K ﹤0.01%
7,737
-3,073
752
$82K ﹤0.01%
17
-43
753
$79K ﹤0.01%
8,273
-2,264
754
$76K ﹤0.01%
+10,800
755
$76K ﹤0.01%
11,343
-5,521
756
$71K ﹤0.01%
31,248
-18,093
757
$71K ﹤0.01%
32,318
-89,282
758
$69K ﹤0.01%
+22,300
759
$68K ﹤0.01%
+10,000
760
$68K ﹤0.01%
+17,500
761
$67K ﹤0.01%
+11,600
762
$66K ﹤0.01%
+14,142
763
$62K ﹤0.01%
23,747
-7,000
764
$61K ﹤0.01%
+3,300
765
$61K ﹤0.01%
15,252
-30,372
766
$50K ﹤0.01%
2,610
-7,794
767
$50K ﹤0.01%
700
-1,916
768
$47K ﹤0.01%
+10,000
769
$46K ﹤0.01%
1,889
-2,800
770
$42K ﹤0.01%
+10,710
771
$34K ﹤0.01%
15,455
-5,300
772
$31K ﹤0.01%
+7,940
773
$26K ﹤0.01%
24,699
-39,299
774
$15K ﹤0.01%
1
775
$15K ﹤0.01%
1,030
29 30
31
32 33