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
276
$14.8M 0.06%
247,662
-34,768
277
$14.6M 0.06%
511,387
+323,040
278
$14.5M 0.06%
422,370
-454,520
279
$14.4M 0.06%
571,006
-584,102
280
$14.4M 0.06%
577,447
+197,200
281
$14.2M 0.06%
899,848
-2,803,277
282
$14.1M 0.06%
857,626
+379,021
283
$14.1M 0.06%
1,678,468
+970,342
284
$14.1M 0.06%
13,378
+13,016
285
$14M 0.06%
51,922
+7,901
286
$13.9M 0.06%
411,329
+83,936
287
$13.8M 0.06%
1,332,618
+175,309
288
$13.7M 0.06%
536,634
+478,854
289
$13.6M 0.06%
54,852
-92,400
290
$13.5M 0.06%
225,539
+25,628
291
$13.4M 0.06%
268,585
+37,744
292
$13.3M 0.05%
264,099
+59,923
293
$13.1M 0.05%
528,210
+37,330
294
$12.9M 0.05%
575,478
-57,013
295
$12.8M 0.05%
450,434
+223,780
296
$12.7M 0.05%
978,226
+93,930
297
$12.3M 0.05%
393,525
+78,340
298
$12.2M 0.05%
253,665
-104,409
299
$12.2M 0.05%
2,024,874
-148,130
300
$12.1M 0.05%
113,769
+104,105
10 11
12
13 14