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
151
$10.9M 0.21%
289,432
+116,782
152
$10.9M 0.21%
108,450
-45,900
153
$10.7M 0.21%
215,290
+210,700
154
$10.7M 0.21%
934,100
-35,900
155
$10.6M 0.2%
341,698
-19,210
156
$10.6M 0.2%
77,632
+34,236
157
$10.5M 0.2%
+72,722
158
$10.2M 0.2%
+188,750
159
$10.1M 0.2%
129,724
-45,740
160
$10.1M 0.19%
359,685
-223,200
161
$9.88M 0.19%
253,975
+3,850
162
$9.86M 0.19%
188,447
-26,470
163
$9.85M 0.19%
114,794
-155,836
164
$9.77M 0.19%
160,790
-31,835
165
$9.71M 0.19%
+650,880
166
$9.7M 0.19%
137,517
+10,638
167
$9.65M 0.19%
176,547
-24,300
168
$9.65M 0.19%
309,270
+15,640
169
$9.6M 0.19%
53,324
-19,327
170
$9.57M 0.18%
488,794
-68,685
171
$9.52M 0.18%
102,484
-32,957
172
$9.44M 0.18%
58,960
-45,004
173
$9.37M 0.18%
428,114
+95,474
174
$9.32M 0.18%
154,056
-100,570
175
$9.28M 0.18%
147,320
-55,050
5 6
7
8 9