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
626
$1.16M 0.02%
43,677
+12,950
627
$1.15M 0.02%
23,992
-6,580
628
$1.14M 0.02%
11,309
+4,963
629
$1.13M 0.02%
8,074
-217
630
$1.13M 0.02%
26,880
+120
631
$1.12M 0.02%
6,220
-1,300
632
$1.1M 0.02%
41,920
-155,260
633
$1.1M 0.02%
554
-3,601
634
$1.08M 0.02%
+28,673
635
$1.08M 0.02%
31,450
-640
636
$1.06M 0.02%
59,573
-37,884
637
$1.05M 0.02%
71,055
+31,155
638
$1.05M 0.02%
+44,590
639
$1.05M 0.01%
84,665
-212,308
640
$1.05M 0.01%
44,234
+12,600
641
$1.04M 0.01%
27,137
+5,287
642
$1.04M 0.01%
266,601
+19,685
643
$1.03M 0.01%
54,983
+5,300
644
$1.03M 0.01%
104,436
+16,038
645
$1.02M 0.01%
+22,050
646
$1.02M 0.01%
17,520
+4,140
647
$1.02M 0.01%
141,100
+9,800
648
$1.02M 0.01%
16,492
+4,452
649
$1.01M 0.01%
6,940
-38,670
650
$989K 0.01%
6,514
-460
24 25
26
27 28