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
251
$16.9M 0.07%
+325,075
252
$16.9M 0.07%
136,226
+43,560
253
$16.9M 0.07%
1,125,567
+67,149
254
$16.6M 0.07%
47,957
+18,440
255
$16.6M 0.07%
38,056
+35,256
256
$16.4M 0.07%
+293,824
257
$16.4M 0.07%
53,623
+4,278
258
$16.2M 0.07%
200,628
-49,124
259
$16.2M 0.07%
1,166,213
+130,577
260
$16.1M 0.07%
233,934
+31,576
261
$16.1M 0.07%
+145,833
262
$16.1M 0.07%
797,191
-15,024
263
$16M 0.07%
174,803
+135,629
264
$15.8M 0.07%
37,376
+16,728
265
$15.7M 0.07%
+78,501
266
$15.7M 0.06%
288,093
+11,839
267
$15.6M 0.06%
4,334,659
+1,125,789
268
$15.5M 0.06%
+376,824
269
$15.5M 0.06%
1,889,844
+765,159
270
$15.5M 0.06%
1,425,378
+870,165
271
$15.5M 0.06%
229,010
+212,310
272
$15.5M 0.06%
625,282
+27,715
273
$15.3M 0.06%
367,016
+2,843
274
$15.3M 0.06%
1,247,239
+1,191,751
275
$15M 0.06%
221,895
+5,886
9 10
11
12 13