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
476
$4.08M 0.02%
105,322
477
$3.99M 0.02%
2,936,889
-223,789
478
$3.97M 0.02%
180,204
+52,007
479
$3.96M 0.02%
26,025
-3,522
480
$3.92M 0.02%
314,862
+88,277
481
$3.89M 0.02%
250,522
-649,326
482
$3.88M 0.02%
564,572
+249,437
483
$3.88M 0.02%
113,159
-3,741
484
$3.87M 0.01%
53,642
+7,708
485
$3.85M 0.01%
228,679
-59,589
486
$3.82M 0.01%
2,159,823
-685,491
487
$3.82M 0.01%
71,431
-159,033
488
$3.78M 0.01%
199,427
-222,814
489
$3.77M 0.01%
127,549
-11,704
490
$3.77M 0.01%
21,483
-2,029
491
$3.74M 0.01%
300,667
-47,211
492
$3.73M 0.01%
656,831
-58,402
493
$3.71M 0.01%
66,692
+6,418
494
$3.69M 0.01%
261,410
-438,924
495
$3.67M 0.01%
105,016
-70,644
496
$3.66M 0.01%
+52,071
497
$3.63M 0.01%
96,978
-266,904
498
$3.63M 0.01%
69,267
-145,667
499
$3.63M 0.01%
186,214
-5,332
500
$3.63M 0.01%
304,733
-6,719
18 19
20
21 22