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
426
$2.98M 0.04%
138,741
+78,903
427
$2.98M 0.04%
+103,350
428
$2.98M 0.04%
25,238
-130,400
429
$2.97M 0.04%
84,192
-40,900
430
$2.96M 0.04%
137,866
-11,304
431
$2.94M 0.04%
118,758
+91,948
432
$2.92M 0.04%
330,452
+54,299
433
$2.92M 0.04%
131,874
-12,724
434
$2.91M 0.04%
95,726
-143,757
435
$2.91M 0.04%
20,995
-90
436
$2.91M 0.04%
290,488
+58,948
437
$2.91M 0.04%
147,114
-116,256
438
$2.9M 0.04%
236,175
-29,675
439
$2.9M 0.04%
302,745
+57,558
440
$2.9M 0.04%
45,040
-23,610
441
$2.88M 0.04%
123,756
-6,640
442
$2.88M 0.04%
+29,270
443
$2.87M 0.04%
76,017
+52,857
444
$2.87M 0.04%
24,232
+17,518
445
$2.87M 0.04%
+98,340
446
$2.85M 0.04%
91,860
-13,309
447
$2.8M 0.04%
195,673
+38,673
448
$2.8M 0.04%
148,995
+65,459
449
$2.76M 0.04%
340,361
+9,913
450
$2.74M 0.04%
114,824
-56,302
16 17
18
19 20