Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$189M
2
+$180M
3
+$132M
4
INTU icon
Intuit
INTU
+$106M
5
LUV icon
Southwest Airlines
LUV
+$86.2M

Top Sells

1
+$221M
2
+$181M
3
+$169M
4
MA icon
Mastercard
MA
+$140M
5
EXC icon
Exelon
EXC
+$108M

Sector Composition

1 Technology 30.39%
2 Financials 14.25%
3 Consumer Discretionary 13.07%
4 Industrials 12.6%
5 Healthcare 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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-8,404
1053
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1054
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1055
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1056
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1057
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1058
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1059
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-3,459
1060
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-96,435
1061
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-247,662
1062
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-67,359
1063
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-780,665
1064
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-75,953
1065
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1066
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1068
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1069
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1070
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1071
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-529,079
1072
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-117,859
1073
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-200,628
1074
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-123,623
1075
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-43,023
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