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
376
$7.53M 0.03%
138,002
-126,097
377
$7.42M 0.03%
802,736
+5,047
378
$7.35M 0.03%
+546,909
379
$7.23M 0.03%
+115,032
380
$7.2M 0.03%
+8,125
381
$7.11M 0.03%
92,053
+73,976
382
$7.08M 0.03%
564,242
+78,550
383
$7.06M 0.03%
329,932
+56,457
384
$6.97M 0.03%
+101,741
385
$6.92M 0.03%
98,810
-17,257
386
$6.89M 0.03%
215,654
+41,130
387
$6.86M 0.03%
559,031
-4,006
388
$6.76M 0.03%
+545,554
389
$6.71M 0.03%
1,430,533
-55,729
390
$6.7M 0.03%
1,778,166
+489,146
391
$6.68M 0.03%
79,936
+32,119
392
$6.57M 0.03%
757,266
-78,376
393
$6.56M 0.03%
522,640
-129,088
394
$6.54M 0.03%
1,326,391
-153,465
395
$6.53M 0.03%
361,485
-10,478
396
$6.46M 0.02%
39,418
-16,339
397
$6.36M 0.02%
+1,442,108
398
$6.36M 0.02%
201,029
+4,332
399
$6.35M 0.02%
62,567
-36,041
400
$6.34M 0.02%
169,146
-87,994
14 15
16
17 18