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
501
$3.55M 0.01%
1,287,696
+126,103
502
$3.49M 0.01%
194,503
+86,117
503
$3.48M 0.01%
311,452
-185,378
504
$3.45M 0.01%
405,349
+71,943
505
$3.42M 0.01%
245,047
506
$3.41M 0.01%
8,361
-22
507
$3.37M 0.01%
207,388
-146,938
508
$3.35M 0.01%
317,588
+34,233
509
$3.32M 0.01%
+55,885
510
$3.32M 0.01%
37,043
+3,541
511
$3.31M 0.01%
24,715
+3,697
512
$3.24M 0.01%
148,577
-25,758
513
$3.23M 0.01%
13,283
-113,084
514
$3.21M 0.01%
180,338
-344,523
515
$3.2M 0.01%
36,950
516
$3.16M 0.01%
147,092
+11,700
517
$3.16M 0.01%
116,900
+10,397
518
$3.14M 0.01%
101,418
+19,628
519
$3.13M 0.01%
1,009,889
-36,787
520
$3.13M 0.01%
74,274
-8,657
521
$3.13M 0.01%
+101,156
522
$3.12M 0.01%
30,578
-7,943
523
$3.11M 0.01%
71,912
-6,855
524
$3.11M 0.01%
490,287
+292,951
525
$3.11M 0.01%
99,927
-667,971
19 20
21
22 23