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
776
$738K ﹤0.01%
22,012
-418
777
$737K ﹤0.01%
7,464
-3,831
778
$736K ﹤0.01%
+143,679
779
$735K ﹤0.01%
486,537
-1,423
780
$735K ﹤0.01%
401,381
-489,544
781
$729K ﹤0.01%
414,269
+117,255
782
$729K ﹤0.01%
+2,569
783
$721K ﹤0.01%
+202,030
784
$715K ﹤0.01%
+4,049
785
$704K ﹤0.01%
76,540
786
$701K ﹤0.01%
833,111
-2,088
787
$695K ﹤0.01%
31,752
-252
788
$694K ﹤0.01%
+14,090
789
$693K ﹤0.01%
384,944
+226,602
790
$692K ﹤0.01%
286,094
-100
791
$686K ﹤0.01%
+38,730
792
$681K ﹤0.01%
20,052
-33,575
793
$679K ﹤0.01%
+89,744
794
$675K ﹤0.01%
27,345
-2,760
795
$675K ﹤0.01%
6,779
+2,904
796
$673K ﹤0.01%
32,396
-2,969
797
$668K ﹤0.01%
26,429
-106,690
798
$651K ﹤0.01%
14,641
-77
799
$651K ﹤0.01%
337,265
+226,466
800
$638K ﹤0.01%
35,288
-345
30 31
32
33 34