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
601
$1.95M 0.01%
161,029
-71,085
602
$1.94M 0.01%
26,366
-1,266,970
603
$1.94M 0.01%
315,135
+234,917
604
$1.93M 0.01%
13,799
+2,723
605
$1.92M 0.01%
101,782
+33,479
606
$1.92M 0.01%
+20,678
607
$1.91M 0.01%
+134,244
608
$1.91M 0.01%
+431,422
609
$1.9M 0.01%
18,214
+6,747
610
$1.89M 0.01%
190,691
+21,084
611
$1.88M 0.01%
577,380
-186,536
612
$1.88M 0.01%
84,196
-4,108
613
$1.87M 0.01%
564,898
-108,086
614
$1.87M 0.01%
+143,238
615
$1.85M 0.01%
132,611
-97,849
616
$1.84M 0.01%
1,507,717
+977,782
617
$1.83M 0.01%
366,601
+124,741
618
$1.83M 0.01%
15,433
619
$1.83M 0.01%
49,488
-13,789
620
$1.82M 0.01%
287,260
-57,988
621
$1.81M 0.01%
+10,670
622
$1.81M 0.01%
149,681
-4,335
623
$1.78M 0.01%
152,437
-139,904
624
$1.78M 0.01%
418,890
+270,872
625
$1.77M 0.01%
178,315
+52,291
23 24
25
26 27