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
551
$2.62M 0.01%
350,265
+33,473
552
$2.62M 0.01%
26,296
-10,654
553
$2.59M 0.01%
+823,428
554
$2.59M 0.01%
199,702
+1,285
555
$2.59M 0.01%
42,638
-11,134
556
$2.57M 0.01%
122,055
+58,242
557
$2.57M 0.01%
12,254
+10,538
558
$2.57M 0.01%
476,949
+295,864
559
$2.56M 0.01%
53,296
+48,671
560
$2.55M 0.01%
372,049
-394,381
561
$2.55M 0.01%
+821,305
562
$2.52M 0.01%
29,689
+10,539
563
$2.51M 0.01%
+90,210
564
$2.5M 0.01%
301,361
-188,926
565
$2.46M 0.01%
1,133,107
-154,589
566
$2.45M 0.01%
43,420
-416
567
$2.45M 0.01%
+120,506
568
$2.41M 0.01%
+202,290
569
$2.39M 0.01%
19,333
-1,345
570
$2.37M 0.01%
318,507
-172,498
571
$2.34M 0.01%
195,608
-102,407
572
$2.33M 0.01%
201,067
+66,003
573
$2.32M 0.01%
811,512
-115,494
574
$2.32M 0.01%
34,609
+30,058
575
$2.31M 0.01%
99,699
-637
21 22
23
24 25