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
526
$1.95M 0.03%
212,115
+68,249
527
$1.94M 0.03%
85,627
+13,200
528
$1.94M 0.03%
76,343
-235,323
529
$1.92M 0.03%
203,207
-22,657
530
$1.89M 0.03%
47,087
-12,930
531
$1.89M 0.03%
22,680
-10,580
532
$1.88M 0.03%
240,101
+68,924
533
$1.88M 0.03%
+73,148
534
$1.87M 0.03%
21,450
+1,400
535
$1.85M 0.03%
+60,733
536
$1.85M 0.03%
173,330
+2,223
537
$1.84M 0.03%
41,244
+7,990
538
$1.84M 0.03%
21,312
-14,358
539
$1.83M 0.03%
243,947
-11,345
540
$1.83M 0.03%
+21,560
541
$1.82M 0.03%
145,853
+27,625
542
$1.81M 0.03%
65,917
+21,125
543
$1.79M 0.03%
50,330
-288,100
544
$1.76M 0.03%
47,860
+8,424
545
$1.75M 0.02%
107,505
-10,649
546
$1.73M 0.02%
55,522
+6,245
547
$1.72M 0.02%
+11,362
548
$1.72M 0.02%
41,973
+10,615
549
$1.7M 0.02%
46,955
+8,324
550
$1.69M 0.02%
138,813
-143,309
20 21
22
23 24