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
601
$2M 0.01%
895,109
+487,958
602
$2M 0.01%
89,187
+21,416
603
$2M 0.01%
814,624
+474,299
604
$1.99M 0.01%
178,248
+3,748
605
$1.99M 0.01%
191,726
-2,841
606
$1.97M 0.01%
120,815
-54,053
607
$1.97M 0.01%
149,681
608
$1.96M 0.01%
129,058
-41,536
609
$1.96M 0.01%
13,799
610
$1.95M 0.01%
253,211
+67,414
611
$1.95M 0.01%
57,227
-182
612
$1.93M 0.01%
278,744
-58,610
613
$1.91M 0.01%
62,930
+27,283
614
$1.91M 0.01%
34,041
+14,368
615
$1.89M 0.01%
47,318
+23,073
616
$1.88M 0.01%
42,848
-6,640
617
$1.88M 0.01%
39,722
+20,298
618
$1.87M 0.01%
+5,278
619
$1.86M 0.01%
566,328
+147,438
620
$1.86M 0.01%
1,887,512
+442,895
621
$1.86M 0.01%
133,862
-7,215
622
$1.85M 0.01%
355,340
+265,969
623
$1.83M 0.01%
263,200
-30,398
624
$1.81M 0.01%
529,834
+302,652
625
$1.81M 0.01%
+11,116
23 24
25
26 27