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
501
$3.59M 0.02%
111,615
+19,058
502
$3.58M 0.02%
292,351
-781
503
$3.54M 0.02%
936,115
-1,887,872
504
$3.53M 0.02%
35,094
+11,342
505
$3.52M 0.02%
156,349
-8,657
506
$3.5M 0.02%
38,386
+8,127
507
$3.44M 0.02%
88,341
-15,481
508
$3.44M 0.02%
45,352
-21,866
509
$3.44M 0.02%
89,713
+56,863
510
$3.31M 0.02%
232,951
+170,095
511
$3.3M 0.02%
105,396
-1,319,007
512
$3.27M 0.02%
1,108,097
-455,043
513
$3.27M 0.02%
289,008
+14,939
514
$3.16M 0.02%
1,057,884
-1,206,475
515
$3.15M 0.02%
105,685
+70,082
516
$3.14M 0.02%
+247,988
517
$3.14M 0.02%
724,287
-755,312
518
$3.11M 0.02%
+27,057
519
$3.09M 0.02%
127,774
-29,345
520
$3.09M 0.02%
25,923
-1,055
521
$3.08M 0.02%
+1,541,346
522
$3.08M 0.02%
90,160
-47,639
523
$3.08M 0.02%
785,388
+244,197
524
$3.08M 0.02%
79,491
+322
525
$3.08M 0.02%
45,934
+36,648
19 20
21
22 23