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
551
$1.68M 0.02%
45,330
+27,130
552
$1.66M 0.02%
55,686
-2,580
553
$1.65M 0.02%
169,365
+52,861
554
$1.64M 0.02%
20,774
+1,990
555
$1.64M 0.02%
16,220
-2,010
556
$1.64M 0.02%
+9,210
557
$1.64M 0.02%
68,700
558
$1.64M 0.02%
98,482
+79,182
559
$1.63M 0.02%
23,810
+19,450
560
$1.62M 0.02%
451,130
+224,746
561
$1.61M 0.02%
+42,340
562
$1.61M 0.02%
125,385
-10,591
563
$1.6M 0.02%
51,828
+21,335
564
$1.6M 0.02%
31,805
+7,100
565
$1.58M 0.02%
44,320
-5,760
566
$1.58M 0.02%
251
+54
567
$1.58M 0.02%
52,340
+9,500
568
$1.57M 0.02%
7,332
+1,080
569
$1.57M 0.02%
86,600
-1,800
570
$1.56M 0.02%
32,919
-13,450
571
$1.56M 0.02%
83,855
+53,785
572
$1.54M 0.02%
114,713
+21,825
573
$1.52M 0.02%
+57,030
574
$1.51M 0.02%
+16,000
575
$1.51M 0.02%
32,557
+10,962
21 22
23
24 25