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
426
$5.56M 0.02%
573,235
+29,969
427
$5.56M 0.02%
1,587,900
-106,317
428
$5.48M 0.02%
165,787
-43,754
429
$5.47M 0.02%
147,383
-1,717
430
$5.46M 0.02%
+73,675
431
$5.45M 0.02%
+88,552
432
$5.44M 0.02%
97,960
-536,367
433
$5.42M 0.02%
64,702
-1,701
434
$5.36M 0.02%
202,918
-946
435
$5.33M 0.02%
18,538
-117,261
436
$5.28M 0.02%
194,492
-30,742
437
$5.25M 0.02%
64,198
-370
438
$5.25M 0.02%
139,146
+118,640
439
$5.24M 0.02%
181,648
-7,718
440
$5.23M 0.02%
+93,601
441
$5.16M 0.02%
77,678
-248,829
442
$5.06M 0.02%
122,722
-103,421
443
$4.89M 0.02%
784,227
-222,645
444
$4.87M 0.02%
648,649
-6,231
445
$4.79M 0.02%
122,773
-1,136
446
$4.79M 0.02%
106,484
-30,938
447
$4.76M 0.02%
44,743
-12,869
448
$4.74M 0.02%
136,192
-1,517
449
$4.74M 0.02%
1,017,687
+159,111
450
$4.69M 0.02%
257,401
-4,366
16 17
18
19 20