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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.33M 0.02%
47,192
-16,852
452
$4.25M 0.02%
32,565
+14,356
453
$4.24M 0.02%
140,464
-5,707
454
$4.22M 0.02%
373,261
+340,736
455
$4.22M 0.02%
392,689
-112
456
$4.19M 0.02%
72,199
457
$4.19M 0.02%
92,286
+86,420
458
$4.17M 0.02%
1,367,988
-263,876
459
$4.16M 0.02%
70,866
-14,274
460
$4.15M 0.02%
+291,229
461
$4.1M 0.02%
151,754
-43,234
462
$4.1M 0.02%
+201,520
463
$4.09M 0.02%
105,197
-564
464
$4.06M 0.02%
+112,913
465
$4.03M 0.02%
207,706
-868
466
$4.02M 0.02%
+31,583
467
$4.02M 0.02%
421,795
-285,037
468
$4.01M 0.02%
118,225
+60,057
469
$4M 0.02%
100,327
+65,795
470
$3.99M 0.02%
5,642
+88
471
$3.98M 0.02%
114,716
+28,319
472
$3.97M 0.02%
125,147
+76,046
473
$3.97M 0.02%
163,281
-35,255
474
$3.96M 0.02%
67,892
-1,945
475
$3.94M 0.02%
+48,501
17 18
19
20 21