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
676
$1.33M 0.01%
37,803
-201
677
$1.33M 0.01%
409,376
-350,847
678
$1.33M 0.01%
+13,617
679
$1.32M 0.01%
89,519
+426
680
$1.31M 0.01%
207,893
+65,767
681
$1.28M ﹤0.01%
3,144
-174
682
$1.27M ﹤0.01%
1,471,717
-1,479,227
683
$1.27M ﹤0.01%
22,876
+13,577
684
$1.25M ﹤0.01%
9,293
+6,127
685
$1.25M ﹤0.01%
2,526
686
$1.25M ﹤0.01%
38,175
-586
687
$1.25M ﹤0.01%
24,779
+472
688
$1.24M ﹤0.01%
+8,504
689
$1.24M ﹤0.01%
568,479
+92,753
690
$1.24M ﹤0.01%
358,291
-45,493
691
$1.23M ﹤0.01%
39,340
692
$1.2M ﹤0.01%
129,331
-54,973
693
$1.19M ﹤0.01%
30,819
+3,282
694
$1.19M ﹤0.01%
33,175
-7,078
695
$1.18M ﹤0.01%
9,198
-17,194
696
$1.18M ﹤0.01%
+83,362
697
$1.17M ﹤0.01%
50,613
-216
698
$1.16M ﹤0.01%
2,687
699
$1.14M ﹤0.01%
285,884
-12,900
700
$1.14M ﹤0.01%
40,498
26 27
28
29 30