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
301
$12.1M 0.05%
340,377
+34,360
302
$12.1M 0.05%
487,242
+473,179
303
$12.1M 0.05%
1,725,057
+1,257,628
304
$12M 0.05%
95,904
-14,089
305
$11.9M 0.05%
126,165
-13,717
306
$11.8M 0.05%
125,182
307
$11.8M 0.05%
296,603
+1,027
308
$11.7M 0.05%
575,985
+135,858
309
$11.6M 0.05%
108,377
+4,445
310
$11.6M 0.05%
1,271,171
+21,844
311
$11.5M 0.05%
148,528
+108,027
312
$11.4M 0.05%
214,934
-183,892
313
$11.4M 0.05%
+382,770
314
$11.3M 0.05%
273,323
+46,704
315
$11.3M 0.05%
265,429
+33,247
316
$11.3M 0.05%
517,977
-13,925
317
$11.3M 0.05%
412,703
-9,524
318
$11M 0.05%
+1,823,194
319
$10.9M 0.05%
45,331
+9,692
320
$10.9M 0.05%
173,719
-198,830
321
$10.9M 0.05%
226,143
-32,077
322
$10.9M 0.05%
+20,000
323
$10.8M 0.04%
1,279,165
-207,255
324
$10.8M 0.04%
+74,480
325
$10.7M 0.04%
92,846
+23,560
11 12
13
14 15