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
401
$6.63M 0.03%
644,163
+148,258
402
$6.6M 0.03%
1,006,872
+124,482
403
$6.55M 0.03%
797,689
+41,251
404
$6.53M 0.03%
1,479,856
+893,110
405
$6.48M 0.03%
194,295
+159,693
406
$6.41M 0.03%
829,299
+316,331
407
$6.4M 0.03%
207,040
-69,612
408
$6.37M 0.03%
307,630
+2,282
409
$6.29M 0.03%
132,757
+125,333
410
$6.24M 0.03%
136,926
-58,171
411
$6.23M 0.03%
137,746
+26,254
412
$6.2M 0.03%
422,241
+85,505
413
$6.19M 0.03%
+108,443
414
$6.17M 0.03%
535,120
+3,350
415
$6.15M 0.03%
+116,245
416
$6.12M 0.03%
193,779
+12,587
417
$6.07M 0.03%
634,730
+48,599
418
$6.07M 0.03%
371,963
+107,291
419
$6.06M 0.03%
4,924,955
+246,918
420
$6.05M 0.03%
265,218
+70,882
421
$6M 0.02%
543,266
+148,446
422
$5.97M 0.02%
262,961
+76,837
423
$5.95M 0.02%
371,816
+32,447
424
$5.86M 0.02%
54,962
-22,855
425
$5.86M 0.02%
273,475
+179,383
15 16
17
18 19