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
101
$15.4M 0.3%
649,759
+86,000
102
$15.3M 0.3%
442,261
+318,041
103
$15.1M 0.29%
351,370
+24,980
104
$15.1M 0.29%
260,111
+237,921
105
$14.9M 0.29%
+759,840
106
$14.9M 0.29%
+210,560
107
$14.7M 0.28%
259,430
+73,330
108
$14.6M 0.28%
198,700
-55,580
109
$14.4M 0.28%
314,395
+149,753
110
$14.3M 0.28%
269,333
+174,435
111
$14.3M 0.28%
749,982
+256,785
112
$14.1M 0.27%
92,702
-14,190
113
$14M 0.27%
376,870
+279,040
114
$13.8M 0.27%
240,455
+61,141
115
$13.6M 0.26%
193,122
-54,468
116
$13.6M 0.26%
591,298
+586,327
117
$13.6M 0.26%
686,440
-198,020
118
$13.4M 0.26%
130,468
+22,388
119
$13.4M 0.26%
262,650
+31,630
120
$13.3M 0.26%
302,660
+237,050
121
$13.1M 0.25%
709,434
-58,300
122
$12.9M 0.25%
142,522
-63,110
123
$12.7M 0.25%
601,499
+88,244
124
$12.7M 0.25%
165,299
+124,979
125
$12.7M 0.24%
228,489
-296,580
3 4
5
6 7