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
326
$10.6M 0.04%
582,785
+392,682
327
$10.6M 0.04%
75,953
-115,836
328
$10.6M 0.04%
211,565
+62,855
329
$10.5M 0.04%
996,542
-184,682
330
$10.4M 0.04%
202,527
+20,372
331
$10.3M 0.04%
230,464
+198,394
332
$10.2M 0.04%
320,373
+66,122
333
$10.2M 0.04%
63,420
-23,592
334
$10.1M 0.04%
598,577
+21,968
335
$10M 0.04%
156,437
-31,445
336
$10M 0.04%
457,066
+57,490
337
$9.95M 0.04%
248,703
-62,524
338
$9.89M 0.04%
180,394
-424,209
339
$9.88M 0.04%
944,810
+136,038
340
$9.78M 0.04%
1,016,002
-386,569
341
$9.78M 0.04%
845,151
+434,259
342
$9.53M 0.04%
538,798
+236,033
343
$9.43M 0.04%
155,495
-2,359,139
344
$9.23M 0.04%
+789,811
345
$9.05M 0.04%
958,062
+250,920
346
$8.99M 0.04%
2,845,314
+97,908
347
$8.97M 0.04%
62,927
-202,997
348
$8.91M 0.04%
658,814
+85,092
349
$8.8M 0.04%
1,362,893
+39,677
350
$8.77M 0.04%
+98,418
12 13
14
15 16