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
826
$530K ﹤0.01%
245,526
+225,482
827
$521K ﹤0.01%
15,284
-103
828
$515K ﹤0.01%
+103,440
829
$511K ﹤0.01%
157,672
+78,779
830
$507K ﹤0.01%
34,348
-13,662
831
$506K ﹤0.01%
41,004
-21,226
832
$495K ﹤0.01%
176,118
-100,135
833
$491K ﹤0.01%
19,376
834
$484K ﹤0.01%
18,085
-4,453
835
$478K ﹤0.01%
10,802
-167
836
$474K ﹤0.01%
59,819
-19,048
837
$472K ﹤0.01%
83,939
+30,903
838
$470K ﹤0.01%
27,277
+16,077
839
$463K ﹤0.01%
+5,351
840
$462K ﹤0.01%
15,999
-2,407
841
$459K ﹤0.01%
800
-19,200
842
$453K ﹤0.01%
+121,559
843
$450K ﹤0.01%
+2,528
844
$450K ﹤0.01%
+2,833
845
$447K ﹤0.01%
4,660
846
$447K ﹤0.01%
38,833
+11,670
847
$443K ﹤0.01%
29,079
848
$443K ﹤0.01%
8,513
849
$439K ﹤0.01%
13,658
850
$438K ﹤0.01%
+9,917
32 33
34
35 36