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
526
$3.11M 0.01%
365,027
+87,321
527
$3.09M 0.01%
60,274
-417
528
$3.08M 0.01%
294,380
-325,260
529
$3.08M 0.01%
509,277
-176,763
530
$3.08M 0.01%
1,050,189
-19,333
531
$3.07M 0.01%
1,726,153
+330,475
532
$3.07M 0.01%
53,772
+13,228
533
$3.07M 0.01%
213,951
+118,532
534
$3.04M 0.01%
139,253
+71,735
535
$2.99M 0.01%
179,015
-21,816
536
$2.98M 0.01%
344,797
+54,792
537
$2.95M 0.01%
715,233
-85,242
538
$2.95M 0.01%
322,897
+35,589
539
$2.93M 0.01%
26,392
-190,020
540
$2.86M 0.01%
644,099
-283,411
541
$2.86M 0.01%
45,934
542
$2.84M 0.01%
226,585
+208,842
543
$2.84M 0.01%
186,358
+110,915
544
$2.83M 0.01%
+40,175
545
$2.82M 0.01%
316,792
+6,701
546
$2.82M 0.01%
347,878
+56,023
547
$2.81M 0.01%
+174,868
548
$2.8M 0.01%
337,354
+9,369
549
$2.8M 0.01%
465,953
-121,328
550
$2.8M 0.01%
+71,695
20 21
22
23 24