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
$25.9B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$169M
3
+$132M
4
INTU icon
Intuit
INTU
+$103M
5
LUV icon
Southwest Airlines
LUV
+$92.2M

Top Sells

1
+$251M
2
+$237M
3
+$180M
4
MA icon
Mastercard
MA
+$148M
5
EXC icon
Exelon
EXC
+$116M

Sector Composition

1 Technology 30.39%
2 Financials 14.25%
3 Consumer Discretionary 13.07%
4 Industrials 12.34%
5 Healthcare 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14.7M 0.06%
168,242
+56,270
277
$14.6M 0.06%
+190,923
278
$14.4M 0.06%
16,272
-4,609
279
$14.2M 0.05%
496,521
-21,456
280
$14.1M 0.05%
501,536
-75,911
281
$14.1M 0.05%
2,273,917
+548,860
282
$14M 0.05%
442,719
-7,715
283
$13.9M 0.05%
195,351
-124,749
284
$13.5M 0.05%
+51,661
285
$13.4M 0.05%
51,475
-910,008
286
$13.4M 0.05%
1,033,599
-368,318
287
$13.4M 0.05%
344,514
+229,871
288
$13.3M 0.05%
60,067
-60,662
289
$13.1M 0.05%
568,441
-175,541
290
$13M 0.05%
342,275
-69,054
291
$13M 0.05%
2,126,006
-2,798,949
292
$12.9M 0.05%
956,433
-21,793
293
$12.8M 0.05%
68,026
+58,156
294
$12.8M 0.05%
412,065
-1,937
295
$12.6M 0.05%
391,804
-1,721
296
$12.5M 0.05%
261,117
-4,312
297
$12.5M 0.05%
100,467
+2,049
298
$12.4M 0.05%
26,572
-71,294
299
$12.3M 0.05%
+1,947,813
300
$11.9M 0.05%
142,775
+25,150
10 11
12
13 14