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
576
$2.36M 0.01%
128,197
-9,235
577
$2.32M 0.01%
25,126
+10,202
578
$2.29M 0.01%
+293,598
579
$2.27M 0.01%
+23,283
580
$2.25M 0.01%
62,715
+20,201
581
$2.24M 0.01%
107,264
-9,502
582
$2.23M 0.01%
259,474
-56,009
583
$2.21M 0.01%
+40,796
584
$2.21M 0.01%
198,417
+17,071
585
$2.17M 0.01%
+43,023
586
$2.17M 0.01%
102,859
-2,279
587
$2.14M 0.01%
2,094,733
+457,155
588
$2.09M 0.01%
+32,120
589
$2.09M 0.01%
163,505
-270,956
590
$2.08M 0.01%
77,388
-1,034
591
$2.05M 0.01%
43,341
+20,942
592
$2.05M 0.01%
+878,955
593
$2.03M 0.01%
+144,875
594
$2.02M 0.01%
339,274
-8,481
595
$2.02M 0.01%
28,730
+2,134
596
$1.99M 0.01%
34,991
-3,373
597
$1.97M 0.01%
101,301
+4,129
598
$1.96M 0.01%
44,901
+6,001
599
$1.96M 0.01%
+7,953
600
$1.96M 0.01%
238,253
+9,294
22 23
24
25 26