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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$37.7M
3
+$37.3M
4
MA icon
Mastercard
MA
+$34.5M
5
PSX icon
Phillips 66
PSX
+$32.3M

Top Sells

1
+$34M
2
+$30.7M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$19.3M

Sector Composition

1 Technology 20.3%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.57%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.73M 0.05%
86,816
+7,329
377
$3.69M 0.05%
47,801
-19,450
378
$3.65M 0.05%
20,994
+13,662
379
$3.63M 0.05%
239,887
+21,562
380
$3.59M 0.05%
+52,204
381
$3.58M 0.05%
140,864
+42,284
382
$3.58M 0.05%
84,674
+7,254
383
$3.57M 0.05%
239,791
+15,435
384
$3.57M 0.05%
180,398
-179,380
385
$3.56M 0.05%
97,833
+13,135
386
$3.56M 0.05%
14,561
-8,579
387
$3.55M 0.05%
647,089
+6,642
388
$3.54M 0.05%
146,991
+133,591
389
$3.49M 0.05%
67,159
+25,500
390
$3.47M 0.05%
87,940
+11,480
391
$3.46M 0.05%
+74,644
392
$3.46M 0.05%
131,116
-140,503
393
$3.45M 0.05%
+83,537
394
$3.43M 0.05%
131,714
+38,875
395
$3.4M 0.05%
143,738
-2,734
396
$3.4M 0.05%
755,011
-79,328
397
$3.39M 0.05%
290,691
+58,600
398
$3.38M 0.05%
53,527
-10,580
399
$3.37M 0.05%
103,346
+22,035
400
$3.35M 0.05%
49,860
+3,359
14 15
16
17 18