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
26
$190M 0.79%
2,215,362
-885,305
27
$188M 0.78%
489,885
+12,243
28
$180M 0.74%
2,477,286
-896,299
29
$167M 0.69%
562,337
+241,551
30
$158M 0.65%
1,278,793
+176,527
31
$155M 0.64%
969,768
+87,615
32
$153M 0.63%
+2,270,813
33
$153M 0.63%
736,239
+3,590
34
$150M 0.62%
4,336,521
-550,514
35
$141M 0.58%
1,469,399
-238,895
36
$139M 0.57%
2,442,319
+406,356
37
$138M 0.57%
1,445,450
+1,181,588
38
$132M 0.55%
644,021
+59,884
39
$132M 0.55%
5,873,600
+1,203,449
40
$131M 0.54%
2,046,274
+578,624
41
$131M 0.54%
2,468,150
+94,351
42
$130M 0.54%
1,610,940
+189,255
43
$129M 0.54%
1,131,199
+360,866
44
$127M 0.52%
+193,029
45
$121M 0.5%
2,119,132
+224,913
46
$119M 0.49%
2,050,678
+6,895
47
$118M 0.49%
525,984
+192,225
48
$115M 0.48%
645,957
-70,064
49
$115M 0.47%
1,471,997
+713,483
50
$113M 0.47%
218,604
+12,163
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