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
476
$4.46M 0.02%
332,928
+291,989
477
$4.44M 0.02%
123,074
+36,097
478
$4.42M 0.02%
+905,815
479
$4.38M 0.02%
1,289,020
+1,211,870
480
$4.24M 0.02%
491,005
+53,474
481
$4.13M 0.02%
66,403
+15,288
482
$4.12M 0.02%
137,709
+26,327
483
$4.11M 0.02%
133,119
-45,362
484
$4.11M 0.02%
132,837
+35,225
485
$4.09M 0.02%
485,738
+277,383
486
$4.06M 0.02%
+114,643
487
$4.05M 0.02%
23,512
-1,857
488
$4.01M 0.02%
736,778
+19,387
489
$3.95M 0.02%
53,998
-16,000
490
$3.9M 0.02%
858,576
-64,223
491
$3.83M 0.02%
72,876
-92,463
492
$3.79M 0.02%
117,859
-23,279
493
$3.78M 0.02%
288,268
+86,585
494
$3.74M 0.02%
1,281,376
+532,583
495
$3.67M 0.02%
6,216
+5,102
496
$3.65M 0.02%
60,779
-6,739
497
$3.62M 0.02%
105,365
+7,113
498
$3.58M 0.01%
105,322
499
$3.56M 0.01%
101,670
+69,151
500
$3.56M 0.01%
191,546
+64,134
18 19
20
21 22