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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$37.7M
3
+$37.3M
4
MA icon
Mastercard
MA
+$34.5M
5
PSX icon
Phillips 66
PSX
+$32.3M

Top Sells

1
+$34M
2
+$30.7M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$19.3M

Sector Composition

1 Technology 20.3%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.57%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.98M 0.08%
+35,503
277
$5.98M 0.08%
230,392
+19,200
278
$5.97M 0.08%
62,907
-177,110
279
$5.85M 0.08%
84,730
+21,340
280
$5.8M 0.08%
+25,520
281
$5.8M 0.08%
117,830
-31,260
282
$5.77M 0.08%
62,032
-33,374
283
$5.75M 0.08%
108,324
+24,010
284
$5.75M 0.08%
298,845
+28,115
285
$5.73M 0.08%
251,248
-13,227
286
$5.71M 0.08%
59,035
-335
287
$5.68M 0.08%
94,807
-15,805
288
$5.65M 0.08%
144,433
+15,963
289
$5.62M 0.08%
234,106
+5,769
290
$5.6M 0.08%
125,034
+12,595
291
$5.59M 0.08%
83,514
+17,623
292
$5.58M 0.08%
170,663
-27,158
293
$5.57M 0.08%
91,976
+9,132
294
$5.56M 0.08%
46,154
+10,059
295
$5.55M 0.08%
163,305
-3,468
296
$5.52M 0.08%
+42,330
297
$5.5M 0.08%
53,670
+45,130
298
$5.5M 0.08%
181,726
+6,854
299
$5.47M 0.08%
+114,384
300
$5.46M 0.08%
220,197
+3,804
10 11
12
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