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
326
$8.51M 0.04%
+249,542
327
$8.51M 0.04%
59,732
-997,935
328
$8.5M 0.04%
370,228
-1,649
329
$8.48M 0.04%
256,449
-4,623
330
$8.37M 0.04%
371,288
-82,052
331
$8.35M 0.04%
223,822
-110,555
332
$8.34M 0.04%
74,826
-41,682
333
$8.21M 0.04%
+483,679
334
$8.19M 0.04%
+123,118
335
$8.1M 0.04%
179,151
+44,280
336
$8.1M 0.04%
+92,422
337
$8.08M 0.04%
537,067
-254,015
338
$8.03M 0.04%
349,750
+125,400
339
$8.02M 0.04%
91,939
+5,728
340
$7.96M 0.04%
518,660
+218,449
341
$7.94M 0.04%
100,596
-3,158
342
$7.93M 0.04%
811,513
-5,345
343
$7.89M 0.04%
674,267
+122,984
344
$7.82M 0.04%
103,320
+46,971
345
$7.71M 0.04%
238,735
+3,847
346
$7.62M 0.04%
216,301
-14,777
347
$7.61M 0.04%
+233,078
348
$7.58M 0.04%
860,785
-49,251
349
$7.56M 0.04%
903,728
+221,169
350
$7.53M 0.04%
546,160
-2,365
12 13
14
15 16