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
576
$1.49M 0.02%
35,098
+11,400
577
$1.48M 0.02%
35,931
+9,267
578
$1.47M 0.02%
160,023
-13,169
579
$1.46M 0.02%
+31,012
580
$1.44M 0.02%
37,154
+9,792
581
$1.44M 0.02%
53,340
-210
582
$1.44M 0.02%
349,281
-21,351
583
$1.43M 0.02%
+48,405
584
$1.42M 0.02%
101,957
+71,880
585
$1.41M 0.02%
28,000
+3,500
586
$1.4M 0.02%
190,270
+17,023
587
$1.39M 0.02%
95,364
+12,110
588
$1.38M 0.02%
119,906
-14,630
589
$1.37M 0.02%
+10,500
590
$1.37M 0.02%
125,300
+22,100
591
$1.36M 0.02%
24,670
+3,800
592
$1.36M 0.02%
8,994
+3,657
593
$1.36M 0.02%
82,211
+15,155
594
$1.36M 0.02%
108,881
+31,825
595
$1.35M 0.02%
71,400
-65,259
596
$1.35M 0.02%
66,513
+9,572
597
$1.34M 0.02%
+19,240
598
$1.33M 0.02%
24,349
-2,321
599
$1.32M 0.02%
+23,820
600
$1.31M 0.02%
24,103
+4,376
22 23
24
25 26