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
526
$2.96M 0.01%
56,278
-17,996
527
$2.96M 0.01%
190,878
+89,096
528
$2.94M 0.01%
94,446
-621
529
$2.9M 0.01%
3,751
+3,425
530
$2.9M 0.01%
234,878
-37,295
531
$2.88M 0.01%
89,140
+23,099
532
$2.88M 0.01%
67,776
-134,287
533
$2.87M 0.01%
177,340
-60,913
534
$2.86M 0.01%
+1,014,922
535
$2.84M 0.01%
821,746
-228,443
536
$2.82M 0.01%
290,868
-19,488
537
$2.8M 0.01%
59,368
+2,523
538
$2.79M 0.01%
367,514
-372,085
539
$2.76M 0.01%
895,695
-114,194
540
$2.74M 0.01%
730,294
+1,253
541
$2.71M 0.01%
28,500
-26,462
542
$2.71M 0.01%
242,443
-80,454
543
$2.7M 0.01%
85,768
-14,159
544
$2.7M 0.01%
82,238
+4,850
545
$2.7M 0.01%
50,963
-129,431
546
$2.69M 0.01%
2,034,169
-60,564
547
$2.68M 0.01%
+16,956
548
$2.68M 0.01%
34,541
-73,021
549
$2.66M 0.01%
+82,399
550
$2.63M 0.01%
82,526
-153
20 21
22
23 24