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
651
$1.54M 0.01%
46,074
-1,129
652
$1.53M 0.01%
125,611
-3,713
653
$1.52M 0.01%
169,839
-23,571
654
$1.52M 0.01%
59,725
+1,137
655
$1.52M 0.01%
272,377
+54,302
656
$1.52M 0.01%
580,783
-118,375
657
$1.52M 0.01%
+145,291
658
$1.51M 0.01%
280,271
-195,987
659
$1.48M 0.01%
727,262
+697,845
660
$1.47M 0.01%
+19,657
661
$1.46M 0.01%
84,410
662
$1.46M 0.01%
49,404
+22,073
663
$1.45M 0.01%
+16,668
664
$1.44M 0.01%
271,225
+11,751
665
$1.42M 0.01%
13,213
-14,683
666
$1.41M 0.01%
124,091
+27,950
667
$1.41M 0.01%
54,333
+18,612
668
$1.41M 0.01%
+382,840
669
$1.4M 0.01%
117,429
-32,871
670
$1.39M 0.01%
13,858
-271,330
671
$1.39M 0.01%
+6,602
672
$1.37M 0.01%
53,908
+403
673
$1.37M 0.01%
+28,361
674
$1.35M 0.01%
149,592
-1,057,210
675
$1.33M 0.01%
+14,542
25 26
27
28 29