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
451
$2.73M 0.04%
66,957
+5,119
452
$2.72M 0.04%
60,128
-16,170
453
$2.71M 0.04%
29,120
-54,865
454
$2.68M 0.04%
17,600
-71,379
455
$2.68M 0.04%
64,708
+11,558
456
$2.63M 0.04%
124,240
+39,539
457
$2.63M 0.04%
431,688
-30,452
458
$2.59M 0.04%
152,380
+18,724
459
$2.59M 0.04%
199,164
+46,196
460
$2.59M 0.04%
75,689
-111,619
461
$2.58M 0.04%
+45,809
462
$2.58M 0.04%
54,551
-43,340
463
$2.58M 0.04%
41,600
+6,400
464
$2.56M 0.04%
92,952
+43,277
465
$2.56M 0.04%
36,855
+6,340
466
$2.53M 0.04%
51,564
+6,190
467
$2.52M 0.04%
26,323
-16,610
468
$2.52M 0.04%
+23,832
469
$2.51M 0.04%
75,270
-145,750
470
$2.48M 0.04%
1,128,389
-77,883
471
$2.46M 0.03%
+46,080
472
$2.46M 0.03%
+3,769
473
$2.44M 0.03%
411,297
+33,072
474
$2.44M 0.03%
329,843
+295,443
475
$2.44M 0.03%
31,922
+16,852
17 18
19
20 21