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
351
$8.76M 0.04%
449,295
-47,088
352
$8.75M 0.04%
700,334
+57,104
353
$8.75M 0.04%
2,346,605
+1,418,192
354
$8.71M 0.04%
196,659
+48,196
355
$8.7M 0.04%
124,787
-7,349
356
$8.67M 0.04%
1,792,120
+817,793
357
$8.67M 0.04%
529,079
-29,207
358
$8.67M 0.04%
106,749
+40,944
359
$8.43M 0.03%
257,140
+22,260
360
$8.4M 0.03%
1,486,262
+66,702
361
$8.29M 0.03%
1,206,802
-179,481
362
$8.25M 0.03%
61,898
+17,964
363
$8.22M 0.03%
438,024
+91,789
364
$8.19M 0.03%
835,642
+110,756
365
$8.12M 0.03%
380,326
+116,801
366
$8.11M 0.03%
+261,776
367
$7.96M 0.03%
+111,972
368
$7.83M 0.03%
995,483
-354,815
369
$7.83M 0.03%
+80,686
370
$7.8M 0.03%
+614,940
371
$7.73M 0.03%
55,757
-95
372
$7.72M 0.03%
124,383
+53,527
373
$7.68M 0.03%
750,254
+36,633
374
$7.59M 0.03%
155,049
+23,965
375
$7.57M 0.03%
185,927
+32,726
13 14
15
16 17