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
351
$8.51M 0.03%
122,092
+5,847
352
$8.5M 0.03%
233,865
+2,187
353
$8.48M 0.03%
175,792
-10,135
354
$8.45M 0.03%
544,053
-206,201
355
$8.44M 0.03%
76,110
-269,148
356
$8.38M 0.03%
470,558
+13,492
357
$8.33M 0.03%
+87,879
358
$8.31M 0.03%
95,568
-29,614
359
$8.31M 0.03%
15,729
-22,327
360
$8.29M 0.03%
413,019
-49,784
361
$8.24M 0.03%
897,125
-118,877
362
$8.1M 0.03%
1,171,051
+203,179
363
$8.08M 0.03%
364,696
-11,988
364
$7.99M 0.03%
353,968
-271,314
365
$7.96M 0.03%
114,173
+27,116
366
$7.88M 0.03%
49,414
-12,484
367
$7.85M 0.03%
39,804
-1,145
368
$7.73M 0.03%
375,575
-4,751
369
$7.68M 0.03%
102,761
-21,622
370
$7.64M 0.03%
490,223
-1,156,827
371
$7.63M 0.03%
267,268
+4,307
372
$7.6M 0.03%
+185,070
373
$7.59M 0.03%
119,082
-5,705
374
$7.55M 0.03%
1,559,393
+653,578
375
$7.54M 0.03%
36,135
-104,214
13 14
15
16 17