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
426
$5.82M 0.02%
225,234
+25,710
427
$5.8M 0.02%
473,857
+241,855
428
$5.79M 0.02%
305,673
+97,446
429
$5.76M 0.02%
485,692
+48,039
430
$5.73M 0.02%
175,660
+26,715
431
$5.71M 0.02%
209,541
+34,665
432
$5.71M 0.02%
293,227
+57,069
433
$5.61M 0.02%
37,910
+36,200
434
$5.58M 0.02%
+144,983
435
$5.57M 0.02%
149,100
-50,269
436
$5.57M 0.02%
137,422
+30,705
437
$5.56M 0.02%
1,694,217
-305,605
438
$5.55M 0.02%
123,909
+15,314
439
$5.55M 0.02%
196,697
-114,294
440
$5.55M 0.02%
651,728
-64,754
441
$5.44M 0.02%
57,612
+1,772
442
$5.39M 0.02%
114,969
+92,825
443
$5.31M 0.02%
445,116
+275,403
444
$5.28M 0.02%
10,968
-12,398
445
$5.28M 0.02%
189,366
+40,956
446
$5.28M 0.02%
202,063
447
$5.21M 0.02%
341,324
+120,476
448
$5.19M 0.02%
77,234
+34,463
449
$5.18M 0.02%
967,872
+626,914
450
$5.18M 0.02%
174,524
+30,426
16 17
18
19 20