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
476
$2.42M 0.03%
17,170
+4,420
477
$2.41M 0.03%
147,781
+1,432
478
$2.4M 0.03%
+16,269
479
$2.38M 0.03%
89,806
+20,642
480
$2.37M 0.03%
25,068
-75,183
481
$2.36M 0.03%
48,949
-5,230
482
$2.34M 0.03%
75,145
-1,610
483
$2.32M 0.03%
66,797
+3,312
484
$2.31M 0.03%
48,060
-7,910
485
$2.3M 0.03%
63,356
+14,627
486
$2.29M 0.03%
26,822
+14,145
487
$2.29M 0.03%
68,085
+13,295
488
$2.27M 0.03%
77,100
-124,080
489
$2.27M 0.03%
+102,606
490
$2.27M 0.03%
72,690
+27,120
491
$2.26M 0.03%
62,403
+31,561
492
$2.25M 0.03%
95,702
-2,670
493
$2.24M 0.03%
72,600
-555,600
494
$2.24M 0.03%
150,202
+62,365
495
$2.23M 0.03%
265,540
-17,527
496
$2.23M 0.03%
68,220
-180
497
$2.21M 0.03%
42,970
-9,630
498
$2.2M 0.03%
6,828
+4,278
499
$2.19M 0.03%
37,504
+11,644
500
$2.19M 0.03%
23,490
-11,970
18 19
20
21 22