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
451
$5.17M 0.02%
49,954
-1,880
452
$5.15M 0.02%
87,057
+83,087
453
$5.13M 0.02%
752,122
+42,642
454
$5.12M 0.02%
801,070
+62,569
455
$5.06M 0.02%
654,880
+26,377
456
$5.02M 0.02%
203,864
+7,472
457
$4.98M 0.02%
127,700
+21,768
458
$4.97M 0.02%
586,614
+28,643
459
$4.95M 0.02%
27,955
-5,231
460
$4.94M 0.02%
261,767
+58,411
461
$4.94M 0.02%
40,326
-20,981
462
$4.87M 0.02%
+147,455
463
$4.85M 0.02%
+1,075,055
464
$4.84M 0.02%
64,568
+9,639
465
$4.78M 0.02%
47,367
-9,334
466
$4.77M 0.02%
76,848
-21,172
467
$4.77M 0.02%
95,512
+23,835
468
$4.75M 0.02%
2,471,987
+1,504,232
469
$4.69M 0.02%
224,908
-209,505
470
$4.57M 0.02%
739,599
+583,480
471
$4.56M 0.02%
467,299
-181,090
472
$4.53M 0.02%
93,392
+6,860
473
$4.49M 0.02%
29,547
-1,891
474
$4.49M 0.02%
3,160,678
+536,730
475
$4.47M 0.02%
129,011
17 18
19
20 21