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 18.78%
2 Financials 17.57%
3 Healthcare 14.1%
4 Industrials 10.68%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-71,185
1002
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1003
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-198,800
1004
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-120,594
1005
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-32,290
1006
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-16,440
1007
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-19,222
1008
– –
-7,660
1009
– –
-126,979
1010
– –
-16,640
1011
– –
-71,406
1012
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-34,090
1013
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-31,200
1014
– –
-195,700
1015
– –
-28,560
1016
– –
-20,420
1017
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-10,875
1018
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-708,761
1019
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-101,724
1020
– –
-303,912
1021
– –
-39,140
1022
– –
-88,700
1023
– –
-331,543
1024
– –
-368,207
1025
– –
-13,800
39 40
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