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
701
$1.13M ﹤0.01%
27,156
-16,185
702
$1.12M ﹤0.01%
1,081
-151
703
$1.12M ﹤0.01%
20,715
-247
704
$1.11M ﹤0.01%
4,209
-3,744
705
$1.11M ﹤0.01%
571,396
-1,154,757
706
$1.1M ﹤0.01%
51,598
+13,403
707
$1.1M ﹤0.01%
63,961
-16,016
708
$1.1M ﹤0.01%
32,975
+17,112
709
$1.09M ﹤0.01%
+157,228
710
$1.09M ﹤0.01%
+17,910
711
$1.07M ﹤0.01%
50,440
712
$1.07M ﹤0.01%
14,221
-2,447
713
$1.06M ﹤0.01%
+17,174
714
$1.05M ﹤0.01%
216,901
-912
715
$1.05M ﹤0.01%
+915,509
716
$1.05M ﹤0.01%
705,593
-73,432
717
$1.05M ﹤0.01%
141,684
+6,733
718
$1.04M ﹤0.01%
115,075
+261
719
$1.02M ﹤0.01%
317,644
+113,966
720
$1.01M ﹤0.01%
+182,713
721
$1.01M ﹤0.01%
26,472
722
$1.01M ﹤0.01%
25,786
-939,760
723
$1M ﹤0.01%
4,265
-136
724
$994K ﹤0.01%
18,186
-9,110
725
$981K ﹤0.01%
48,686
27 28
29
30 31