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
126
$12.6M 0.24%
170,659
+132,487
127
$12.6M 0.24%
120,670
-49,840
128
$12.6M 0.24%
231,740
-17,550
129
$12.5M 0.24%
57,902
-2,450
130
$12.4M 0.24%
259,220
-45,693
131
$12.3M 0.24%
520,535
+31,350
132
$12.3M 0.24%
2,037,345
+1,488,695
133
$12.3M 0.24%
950,131
-518,470
134
$12.2M 0.24%
68,904
-20,530
135
$12.2M 0.23%
221,101
-11,700
136
$11.9M 0.23%
141,811
+72,039
137
$11.8M 0.23%
339,641
-113,380
138
$11.7M 0.23%
2,340,983
+191,040
139
$11.6M 0.22%
713,850
-50,800
140
$11.6M 0.22%
166,090
+120,660
141
$11.5M 0.22%
51,242
+19,442
142
$11.4M 0.22%
121,080
-1,820
143
$11.4M 0.22%
240,490
+86,780
144
$11.3M 0.22%
75,509
-8,600
145
$11.3M 0.22%
+307,251
146
$11.2M 0.22%
629,334
-141,976
147
$11.2M 0.22%
202,230
-119,990
148
$11.2M 0.22%
+277,079
149
$11.2M 0.22%
+437,412
150
$11M 0.21%
497,830
+463,500
4 5
6
7 8