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
626
$1.8M 0.01%
29,091
-2,961
627
$1.8M 0.01%
1,524,076
+16,359
628
$1.79M 0.01%
390,211
-253,888
629
$1.79M 0.01%
62,760
-30,632
630
$1.78M 0.01%
303,534
-35,740
631
$1.77M 0.01%
59,893
632
$1.75M 0.01%
+186,865
633
$1.74M 0.01%
157,710
-687,441
634
$1.72M 0.01%
32,585
-40,291
635
$1.71M 0.01%
509,471
-55,427
636
$1.7M 0.01%
85,149
+14,411
637
$1.66M 0.01%
27,124
-28,761
638
$1.65M 0.01%
65,060
-2,815
639
$1.63M 0.01%
+22,117
640
$1.63M 0.01%
44,570
+33,817
641
$1.63M 0.01%
145,008
-149,372
642
$1.62M 0.01%
16,348
-33,606
643
$1.62M 0.01%
47,659
+20,756
644
$1.59M 0.01%
89,200
-892
645
$1.58M 0.01%
1,111,385
-50,757
646
$1.56M 0.01%
135,514
-55,177
647
$1.56M 0.01%
19,670
+4,347
648
$1.55M 0.01%
478,440
-110,671
649
$1.55M 0.01%
126,774
-340,525
650
$1.55M 0.01%
+185,317
24 25
26
27 28