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
1101
– –
-43,300
1102
– –
-139,714
1103
– –
-39,600
1104
– –
-33,100
1105
– –
-6,050
1106
– –
-14,100
1107
– –
-17,440
1108
– –
-177,100
1109
– –
-20,800
1110
– –
-80,530
1111
– –
-108,665
1112
– –
-19,324
1113
– –
-7,675
1114
– –
-14,726
1115
– –
-8,850
1116
– –
-3,440
1117
– –
-50,910
1118
– –
-37,035
1119
– –
-40,538
1120
– –
-10,426
1121
– –
-5,900
1122
– –
-94,744
1123
– –
-17,500
1124
– –
-21,556
1125
– –
-7,380
43 44
45
46 47