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
476
$3.92M 0.02%
425,834
+215,895
477
$3.92M 0.02%
12,843
+690
478
$3.9M 0.02%
573,829
+226,622
479
$3.89M 0.02%
268,422
-68,486
480
$3.87M 0.02%
22,646
-182,160
481
$3.86M 0.02%
19,313
+18,203
482
$3.85M 0.02%
184,157
483
$3.82M 0.02%
368,041
+304,040
484
$3.8M 0.02%
310,821
+24,131
485
$3.8M 0.02%
387,040
-52,044
486
$3.79M 0.02%
68,384
+51,517
487
$3.77M 0.02%
414,696
-6,125
488
$3.74M 0.02%
22,560
-347
489
$3.73M 0.02%
228,607
-14,674
490
$3.72M 0.02%
339,042
+405
491
$3.69M 0.02%
155,996
-108,744
492
$3.67M 0.02%
151,932
-60,878
493
$3.67M 0.02%
36,239
494
$3.67M 0.02%
80,913
-14,781
495
$3.64M 0.02%
257,216
+59,971
496
$3.62M 0.02%
338,045
-54,300
497
$3.62M 0.02%
155,670
-82,676
498
$3.61M 0.02%
81,475
+11,863
499
$3.61M 0.02%
116,890
-9,676
500
$3.6M 0.02%
66,157
+803
18 19
20
21 22