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
901
$263K ﹤0.01%
11,036
-661
902
$262K ﹤0.01%
252,330
-748,727
903
$250K ﹤0.01%
1,451
904
$245K ﹤0.01%
+7,247
905
$240K ﹤0.01%
+3,803
906
$239K ﹤0.01%
+49,322
907
$231K ﹤0.01%
+26,637
908
$231K ﹤0.01%
8,995
-3,791
909
$230K ﹤0.01%
14,171
910
$228K ﹤0.01%
+64,650
911
$227K ﹤0.01%
+3,995
912
$226K ﹤0.01%
+7,770
913
$220K ﹤0.01%
+3,566
914
$215K ﹤0.01%
404
-5,812
915
$214K ﹤0.01%
+10,997
916
$214K ﹤0.01%
10,919
-3,242
917
$211K ﹤0.01%
+6,119
918
$210K ﹤0.01%
3,850
-8,618
919
$209K ﹤0.01%
+6,416
920
$209K ﹤0.01%
32,492
+588
921
$207K ﹤0.01%
+42,074
922
$205K ﹤0.01%
+757
923
$204K ﹤0.01%
+4,509
924
$203K ﹤0.01%
22,057
-1,352
925
$179K ﹤0.01%
35,449
+21,952
35 36
37
38 39