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
376
$7.56M 0.03%
37,359
+30,985
377
$7.49M 0.03%
929,713
+240,281
378
$7.48M 0.03%
93,477
-3,620
379
$7.46M 0.03%
357,814
+95,736
380
$7.44M 0.03%
341,538
+141,844
381
$7.4M 0.03%
245,326
+7,999
382
$7.35M 0.03%
+62,746
383
$7.29M 0.03%
116,067
+16,936
384
$7.26M 0.03%
797,039
+330,914
385
$7.25M 0.03%
+525,392
386
$7.21M 0.03%
98,608
-39,352
387
$7.16M 0.03%
586,163
+44,374
388
$7.16M 0.03%
392,071
+72,059
389
$7.1M 0.03%
231,678
+46,750
390
$7.08M 0.03%
462,803
+33,173
391
$7.07M 0.03%
376,684
+10,759
392
$6.97M 0.03%
83,532
+12,385
393
$6.94M 0.03%
563,037
+522,581
394
$6.91M 0.03%
40,949
+21,460
395
$6.87M 0.03%
766,430
+33,257
396
$6.8M 0.03%
324,607
-1,693,896
397
$6.78M 0.03%
+591,917
398
$6.75M 0.03%
343,146
+56,289
399
$6.73M 0.03%
117,625
+102,854
400
$6.64M 0.03%
107,562
-5,979
14 15
16
17 18