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
$24.2B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$153M
3
+$141M
4
META icon
Meta Platforms (Facebook)
META
+$127M
5
INTU icon
Intuit
INTU
+$127M

Top Sells

1
+$143M
2
+$117M
3
+$116M
4
MA icon
Mastercard
MA
+$109M
5
HPQ icon
HP
HPQ
+$99M

Sector Composition

1 Technology 31.44%
2 Financials 13.67%
3 Consumer Discretionary 12.86%
4 Industrials 10.87%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.1M 0.08%
414,002
-167,043
227
$19.1M 0.08%
1,329,483
+173,067
228
$19M 0.08%
+164,676
229
$18.9M 0.08%
326,507
-115,475
230
$18.9M 0.08%
20,881
+9,807
231
$18.8M 0.08%
46,337
+18,988
232
$18.8M 0.08%
134,718
-642,546
233
$18.7M 0.08%
306,535
-194,105
234
$18.7M 0.08%
265,890
+127,777
235
$18.6M 0.08%
1,537,822
+282,547
236
$18.6M 0.08%
93,251
+32,511
237
$18.5M 0.08%
3,342,818
+347,952
238
$18.3M 0.08%
1,178,040
+27,068
239
$18.2M 0.08%
623,287
+101,337
240
$18.2M 0.08%
2,546,966
+893,262
241
$18M 0.07%
487,100
+57,662
242
$17.8M 0.07%
267,100
+114,401
243
$17.4M 0.07%
464,567
+68,070
244
$17.3M 0.07%
120,729
+17,179
245
$17.1M 0.07%
123,623
-107,536
246
$17.1M 0.07%
472,356
+10,583
247
$17.1M 0.07%
363,882
-497,848
248
$17.1M 0.07%
1,755,014
+508,458
249
$17M 0.07%
343,219
+71,460
250
$17M 0.07%
21,571
+16,336
8 9
10
11 12