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
451
$4.66M 0.02%
17,382
-34,540
452
$4.65M 0.02%
576,447
-10,167
453
$4.58M 0.02%
46,416
-173,987
454
$4.58M 0.02%
112,083
-10,991
455
$4.57M 0.02%
21,668
-3,047
456
$4.52M 0.02%
145,264
+43,846
457
$4.48M 0.02%
567,770
-76,393
458
$4.47M 0.02%
142,460
-4,995
459
$4.46M 0.02%
710,643
-118,656
460
$4.43M 0.02%
52,195
+11,869
461
$4.41M 0.02%
59,584
-1,195
462
$4.37M 0.02%
454,168
-80,952
463
$4.36M 0.02%
277,519
-55,409
464
$4.36M 0.02%
620,602
-131,520
465
$4.35M 0.02%
185,170
-9,333
466
$4.33M 0.02%
192,255
+103,491
467
$4.31M 0.02%
37,856
-88,309
468
$4.22M 0.02%
180,338
469
$4.2M 0.02%
118,681
+17,525
470
$4.19M 0.02%
110,486
-27,260
471
$4.18M 0.02%
326,690
+152,376
472
$4.18M 0.02%
207,622
-98,051
473
$4.16M 0.02%
+256,502
474
$4.13M 0.02%
121,671
-11,166
475
$4.1M 0.02%
732,717
+246,979
17 18
19
20 21