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
751
$864K ﹤0.01%
+51,199
752
$857K ﹤0.01%
104,526
-262,075
753
$853K ﹤0.01%
31,135
754
$852K ﹤0.01%
7,190
755
$848K ﹤0.01%
8,208
-4,082
756
$842K ﹤0.01%
84,342
+146
757
$831K ﹤0.01%
43,748
-5,336
758
$829K ﹤0.01%
939,419
-3,343
759
$828K ﹤0.01%
+9,347
760
$827K ﹤0.01%
+55,776
761
$826K ﹤0.01%
58,930
-26,177
762
$825K ﹤0.01%
25,799
-19,378
763
$813K ﹤0.01%
2,268
764
$813K ﹤0.01%
22,451
+10,586
765
$810K ﹤0.01%
97,379
-189,881
766
$806K ﹤0.01%
87,124
+3,693
767
$805K ﹤0.01%
281,478
-148,326
768
$803K ﹤0.01%
+4,610
769
$790K ﹤0.01%
16,561
-8,115
770
$768K ﹤0.01%
133,513
-70,846
771
$760K ﹤0.01%
30,343
+1,605
772
$756K ﹤0.01%
13,407
+5,640
773
$755K ﹤0.01%
17,279
-167
774
$742K ﹤0.01%
26,655
+13,901
775
$739K ﹤0.01%
+9,662
29 30
31
32 33