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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.5M 0.06%
695,184
+132,793
277
$12.4M 0.06%
639,388
+597,769
278
$12.3M 0.06%
+634,096
279
$12.3M 0.06%
138,692
-120,198
280
$11.9M 0.06%
49,361
+20,421
281
$11.9M 0.06%
4,216,773
+113,116
282
$11.8M 0.06%
302,334
-7,949
283
$11.8M 0.06%
301,611
-8,156
284
$11.7M 0.06%
154,727
-32,026
285
$11.7M 0.06%
1,337,752
+552,323
286
$11.6M 0.06%
143,011
+133,463
287
$11.6M 0.06%
536,787
-10,616
288
$11.5M 0.06%
230,580
-152,413
289
$11.4M 0.06%
646,709
-1,010,433
290
$11.2M 0.06%
425,985
-24,208
291
$11.1M 0.06%
400,666
-3,331
292
$10.9M 0.05%
50,562
-2,120
293
$10.7M 0.05%
85,824
+14,841
294
$10.7M 0.05%
565,591
+6,716
295
$10.6M 0.05%
125,631
-11,109
296
$10.5M 0.05%
30,227
-2,742
297
$10.4M 0.05%
341,592
-3,700
298
$10.3M 0.05%
293,414
+252,937
299
$10.3M 0.05%
127,469
-472
300
$10.1M 0.05%
205,955
+10,448
10 11
12
13 14