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
426
$5.02M 0.03%
202,769
-26,627
427
$5.01M 0.03%
175,560
-35,233
428
$4.99M 0.03%
+106,635
429
$4.97M 0.03%
775,359
+240,723
430
$4.9M 0.03%
295,050
+74,424
431
$4.89M 0.03%
+44,234
432
$4.88M 0.03%
+102,042
433
$4.87M 0.03%
151,892
-373,676
434
$4.86M 0.03%
13,772
+5,389
435
$4.86M 0.03%
187,464
-8,447
436
$4.85M 0.03%
+34,398
437
$4.82M 0.03%
196,633
-19,021
438
$4.79M 0.03%
96,890
-45,802
439
$4.79M 0.03%
+71,526
440
$4.78M 0.03%
+185,896
441
$4.78M 0.03%
190,173
-1,468,017
442
$4.75M 0.03%
1,434,276
+45,216
443
$4.74M 0.03%
+26,584
444
$4.73M 0.03%
+171,999
445
$4.73M 0.03%
91,445
-22,385
446
$4.72M 0.03%
+52,575
447
$4.71M 0.03%
+116,882
448
$4.62M 0.03%
200,042
-116,804
449
$4.47M 0.03%
320,474
-200,286
450
$4.45M 0.03%
293,684
+252,642
16 17
18
19 20