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
551
$2.69M 0.01%
43,941
-77,024
552
$2.68M 0.01%
+161,531
553
$2.65M 0.01%
294,127
-202,335
554
$2.64M 0.01%
58,793
+38,260
555
$2.64M 0.01%
105,432
-42,416
556
$2.63M 0.01%
+78,262
557
$2.62M 0.01%
171,049
+4,377
558
$2.59M 0.01%
111,146
-12,896
559
$2.58M 0.01%
250,327
+3,247
560
$2.58M 0.01%
68,005
-202,050
561
$2.57M 0.01%
98,778
+68,910
562
$2.57M 0.01%
1,040,879
+806,901
563
$2.56M 0.01%
5,233
+3,695
564
$2.56M 0.01%
85,018
+47,900
565
$2.55M 0.01%
463,625
+64,302
566
$2.5M 0.01%
1,043,284
-202,736
567
$2.48M 0.01%
198,535
-35,000
568
$2.48M 0.01%
+277,787
569
$2.47M 0.01%
677,630
-121,300
570
$2.47M 0.01%
850,767
-143,344
571
$2.47M 0.01%
66,820
+8,162
572
$2.43M 0.01%
400,233
+300,832
573
$2.42M 0.01%
92,923
-2,958
574
$2.38M 0.01%
87,912
-85,003
575
$2.37M 0.01%
180,309
+36,441
21 22
23
24 25