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
351
$7.51M 0.04%
385,792
+17,321
352
$7.48M 0.04%
+69,623
353
$7.45M 0.04%
100,369
+94,250
354
$7.34M 0.04%
35,842
+13,750
355
$7.33M 0.04%
83,398
+70,177
356
$7.32M 0.04%
+395,788
357
$7.3M 0.04%
109,437
-391
358
$7.21M 0.04%
126,883
+11,071
359
$7.18M 0.04%
725,403
+246,626
360
$7.12M 0.04%
176,615
+41,217
361
$7.03M 0.04%
645,771
+340,743
362
$6.95M 0.04%
+947,200
363
$6.94M 0.04%
818,852
+340,648
364
$6.9M 0.03%
404,162
-1,456
365
$6.89M 0.03%
743,637
-19,013
366
$6.85M 0.03%
236,600
-22,544
367
$6.84M 0.03%
424,041
-283,062
368
$6.83M 0.03%
305,493
-12,758
369
$6.8M 0.03%
966,691
+788,367
370
$6.73M 0.03%
216,036
+60,341
371
$6.72M 0.03%
120,956
+39,666
372
$6.65M 0.03%
98,442
-21,872
373
$6.63M 0.03%
373,281
-94,748
374
$6.6M 0.03%
842,301
+128,402
375
$6.55M 0.03%
847,905
-288,492
13 14
15
16 17