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
401
$6.33M 0.02%
498,244
+386,646
402
$6.32M 0.02%
398,306
+6,235
403
$6.32M 0.02%
1,079,973
+150,260
404
$6.28M 0.02%
733,684
-3,094
405
$6.26M 0.02%
720,640
-76,399
406
$6.26M 0.02%
96,577
+70,211
407
$6.21M 0.02%
335,015
-6,309
408
$6.17M 0.02%
61,927
-252,797
409
$6.14M 0.02%
83,306
+43,131
410
$6.13M 0.02%
92,782
-62,713
411
$6.13M 0.02%
+223,130
412
$6.12M 0.02%
1,519,839
+942,459
413
$6.08M 0.02%
66,004
-40,745
414
$6M 0.02%
2,197,438
+405,318
415
$5.95M 0.02%
126,780
-920
416
$5.93M 0.02%
78,922
-2,398,364
417
$5.89M 0.02%
318,697
-39,117
418
$5.88M 0.02%
117,105
-39,332
419
$5.81M 0.02%
259,735
-83,411
420
$5.79M 0.02%
128,654
-357
421
$5.68M 0.02%
97,825
+2,313
422
$5.66M 0.02%
75,275
-1,959
423
$5.64M 0.02%
27,101
+22,772
424
$5.61M 0.02%
293,066
-78,750
425
$5.56M 0.02%
87,532
+46,736
15 16
17
18 19