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
201
$7.39M 0.14%
494,663
-172,090
202
$7.32M 0.14%
276,284
+61,462
203
$7.32M 0.14%
103,411
+2,640
204
$7.3M 0.14%
112,288
+87,378
205
$7.3M 0.14%
337,280
+258,220
206
$7.15M 0.14%
29,850
-16,650
207
$7.15M 0.14%
58,370
-12,010
208
$6.91M 0.13%
+232,800
209
$6.84M 0.13%
306,258
-22,551
210
$6.83M 0.13%
106,839
+7,640
211
$6.76M 0.13%
+65,700
212
$6.58M 0.13%
106,961
-80,410
213
$6.57M 0.13%
209,442
-66,900
214
$6.55M 0.13%
179,750
-25,330
215
$6.5M 0.13%
131,180
-1,100
216
$6.48M 0.13%
264,824
+43,000
217
$6.47M 0.12%
97,610
-139,400
218
$6.4M 0.12%
155,762
+80,790
219
$6.4M 0.12%
92,795
-300
220
$6.39M 0.12%
283,533
-72,149
221
$6.39M 0.12%
127,359
+119,639
222
$6.36M 0.12%
166,880
+22,300
223
$6.36M 0.12%
397,816
-40,187
224
$6.3M 0.12%
69,180
-6,490
225
$6.29M 0.12%
60,418
-19,121
7 8
9
10 11