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
876
$327K ﹤0.01%
+4,161
877
$321K ﹤0.01%
+20,469
878
$320K ﹤0.01%
235,499
-2,902
879
$319K ﹤0.01%
18,122
-552,884
880
$319K ﹤0.01%
+545
881
$316K ﹤0.01%
+5,578
882
$313K ﹤0.01%
+4,532
883
$312K ﹤0.01%
+16,809
884
$310K ﹤0.01%
17,115
-31,551
885
$304K ﹤0.01%
+1,565
886
$296K ﹤0.01%
136,624
+92,468
887
$295K ﹤0.01%
5,102
-148
888
$295K ﹤0.01%
+5,704
889
$291K ﹤0.01%
979
890
$290K ﹤0.01%
+4,482
891
$285K ﹤0.01%
38,884
-22,333
892
$283K ﹤0.01%
+16,129
893
$282K ﹤0.01%
6,329
894
$280K ﹤0.01%
+7,531
895
$279K ﹤0.01%
76,855
-193,843
896
$278K ﹤0.01%
+6,253
897
$274K ﹤0.01%
+30,346
898
$273K ﹤0.01%
21,464
-11,320
899
$273K ﹤0.01%
+17,119
900
$269K ﹤0.01%
84,804
-22,181
34 35
36
37 38