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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.42M 0.04%
127,498
-121
402
$5.37M 0.04%
351,943
-76,483
403
$5.35M 0.04%
163,643
-2,611
404
$5.34M 0.04%
110,376
-47,242
405
$5.32M 0.04%
612,496
-295,936
406
$5.3M 0.04%
181,478
+114,030
407
$5.3M 0.04%
263,655
+9,145
408
$5.25M 0.04%
101,608
-4,239
409
$5.25M 0.04%
+150,151
410
$5.21M 0.04%
269,229
-49,781
411
$5.21M 0.04%
114,883
+1,781
412
$5.13M 0.03%
147,365
+6,617
413
$5.11M 0.03%
1,293,890
-46,776
414
$5.11M 0.03%
31,274
-36,472
415
$5.1M 0.03%
+620,480
416
$5.1M 0.03%
70,939
+5,593
417
$5.1M 0.03%
45,064
-369
418
$5.09M 0.03%
648,146
+89,145
419
$5.09M 0.03%
25,019
+1,789
420
$5.07M 0.03%
+81,085
421
$5.07M 0.03%
469,414
-21,565
422
$5.06M 0.03%
124,045
-2,615
423
$5.06M 0.03%
287,099
+259,660
424
$5.05M 0.03%
870,017
-242,659
425
$5.04M 0.03%
152,818
-2,966
15 16
17
18 19