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
501
$3.62M 0.01%
2,350,863
+1,813,047
502
$3.6M 0.01%
2,499,652
+27,665
503
$3.57M 0.01%
345,467
+670
504
$3.5M 0.01%
+43,442
505
$3.41M 0.01%
263,734
+84,988
506
$3.37M 0.01%
24,678
-222,895
507
$3.35M 0.01%
95,072
+32,357
508
$3.33M 0.01%
31,780
+1,202
509
$3.29M 0.01%
39,762
-14,236
510
$3.27M 0.01%
175,677
-3,338
511
$3.24M 0.01%
169,409
+20,832
512
$3.22M 0.01%
201,803
+67,559
513
$3.22M 0.01%
414,120
-95,157
514
$3.21M 0.01%
28,363
+15,545
515
$3.16M 0.01%
245,047
516
$3.16M 0.01%
555,867
-519,188
517
$3.15M 0.01%
117,780
+74,709
518
$3.11M 0.01%
+162,726
519
$3.1M 0.01%
111,146
520
$3.06M 0.01%
146,185
-907
521
$3.04M 0.01%
851,436
+798,384
522
$3.04M 0.01%
590,604
-772,289
523
$3.02M 0.01%
90,434
-870
524
$3.02M 0.01%
839,855
+186,059
525
$3.01M 0.01%
114,196
+11,337
19 20
21
22 23