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
76
$19.8M 0.38%
+565,330
77
$19.4M 0.38%
217,008
+155,988
78
$19.4M 0.37%
409,550
+305,270
79
$18.4M 0.36%
154,840
-8,628
80
$18.3M 0.35%
145,674
+51,507
81
$18.2M 0.35%
29,240
+10,221
82
$18.1M 0.35%
63,740
-65,353
83
$18M 0.35%
105,029
-46,600
84
$17.8M 0.34%
210,219
-43,101
85
$17.7M 0.34%
885,158
-194,998
86
$17.7M 0.34%
239,750
+230,960
87
$17.4M 0.34%
6,779,228
+218,178
88
$17.4M 0.34%
195,450
+52,899
89
$17.4M 0.34%
463,232
-95,140
90
$17.3M 0.33%
144,453
-141,676
91
$17.2M 0.33%
536,954
-42,695
92
$16.9M 0.33%
91,852
-47,211
93
$16.6M 0.32%
189,940
-178,440
94
$16.5M 0.32%
88,801
-26,507
95
$16.4M 0.32%
284,347
+79,630
96
$16.3M 0.32%
708,690
+358,800
97
$16.3M 0.31%
1,986,907
-161,226
98
$16.2M 0.31%
226,875
-22,460
99
$16.1M 0.31%
205,907
-162,480
100
$15.8M 0.31%
522,173
-35,640
2 3
4
5 6