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
551
$2.79M 0.01%
+27,896
552
$2.79M 0.01%
+17,097
553
$2.79M 0.01%
174,500
+47,263
554
$2.71M 0.01%
927,006
+96,879
555
$2.69M 0.01%
108,163
+24,117
556
$2.66M 0.01%
95,067
+86,258
557
$2.64M 0.01%
+44,533
558
$2.64M 0.01%
+47,817
559
$2.63M 0.01%
653,796
-45,662
560
$2.62M 0.01%
63,361
+11,813
561
$2.62M 0.01%
176,314
-328,231
562
$2.57M 0.01%
111,146
563
$2.52M 0.01%
194,567
-163
564
$2.52M 0.01%
310,356
-61,982
565
$2.51M 0.01%
18,012
-4,600
566
$2.5M 0.01%
272,173
+60,384
567
$2.5M 0.01%
760,223
-45,308
568
$2.48M 0.01%
82,679
+32,857
569
$2.47M 0.01%
56,845
+11,703
570
$2.47M 0.01%
91,304
-844
571
$2.44M 0.01%
100,336
+4,412
572
$2.39M 0.01%
13,829
+6,121
573
$2.38M 0.01%
178,746
+57,826
574
$2.37M 0.01%
+170,594
575
$2.36M 0.01%
43,836
21 22
23
24 25