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
526
$3.06M 0.02%
61,144
+1,891
527
$3.06M 0.02%
71,052
-9,571
528
$3.04M 0.02%
54,861
-155,701
529
$3.04M 0.02%
126,784
-15,911
530
$3.02M 0.02%
34,749
-15,777
531
$3.02M 0.02%
+29,770
532
$3.01M 0.02%
113,237
-1,754
533
$3M 0.02%
20,492
+16,708
534
$2.96M 0.01%
+105,322
535
$2.96M 0.01%
129,011
536
$2.95M 0.01%
293,476
+12,876
537
$2.89M 0.01%
284,828
+201,732
538
$2.88M 0.01%
66,221
539
$2.88M 0.01%
494,797
+475,926
540
$2.88M 0.01%
+44,161
541
$2.86M 0.01%
+64,699
542
$2.79M 0.01%
367,694
-3,671
543
$2.79M 0.01%
142,331
-13,004
544
$2.78M 0.01%
217,595
+196,064
545
$2.78M 0.01%
+41,491
546
$2.75M 0.01%
136,541
+11,076
547
$2.72M 0.01%
+119,861
548
$2.72M 0.01%
31,762
-5,814
549
$2.71M 0.01%
247,722
-360
550
$2.71M 0.01%
214,487
+82,442
20 21
22
23 24