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
851
$438K ﹤0.01%
49,455
-11,915
852
$433K ﹤0.01%
39,521
-44,153
853
$430K ﹤0.01%
+8,931
854
$420K ﹤0.01%
+93,373
855
$418K ﹤0.01%
3,564
-10,432
856
$415K ﹤0.01%
147,580
-25,967
857
$414K ﹤0.01%
+10,134
858
$407K ﹤0.01%
406,764
-33,973
859
$407K ﹤0.01%
+3,393
860
$405K ﹤0.01%
74,392
-40,648
861
$396K ﹤0.01%
53,718
-263,870
862
$384K ﹤0.01%
+6,844
863
$381K ﹤0.01%
7,473
-129,453
864
$375K ﹤0.01%
28,370
865
$374K ﹤0.01%
+1,120
866
$362K ﹤0.01%
174,979
+157,218
867
$354K ﹤0.01%
23,091
-190,860
868
$352K ﹤0.01%
142,130
-281,690
869
$350K ﹤0.01%
+32,710
870
$346K ﹤0.01%
11,639
-2,404
871
$336K ﹤0.01%
+18,488
872
$336K ﹤0.01%
4,163
-1,098,199
873
$333K ﹤0.01%
69,897
-7,799
874
$330K ﹤0.01%
+12,845
875
$328K ﹤0.01%
8,362
-773
33 34
35
36 37