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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.94M 0.01%
21,796
-221
627
$1.93M 0.01%
79,338
-6,129
628
$1.92M 0.01%
70,942
-73,156
629
$1.91M 0.01%
19,733
-366
630
$1.91M 0.01%
70,223
-450,090
631
$1.9M 0.01%
55,990
+19,014
632
$1.9M 0.01%
23,661
-27,413
633
$1.89M 0.01%
32,367
+845
634
$1.88M 0.01%
263,835
-1,048
635
$1.87M 0.01%
143,025
+41,250
636
$1.87M 0.01%
+12,390
637
$1.87M 0.01%
604,672
-286
638
$1.86M 0.01%
24,242
+7,342
639
$1.85M 0.01%
44,903
-493
640
$1.85M 0.01%
37,210
+4,529
641
$1.83M 0.01%
19,538
+1,710
642
$1.83M 0.01%
72,888
+40,857
643
$1.82M 0.01%
475,187
+215,344
644
$1.79M 0.01%
+44,880
645
$1.79M 0.01%
302,758
+17,404
646
$1.76M 0.01%
105,299
-7,856
647
$1.76M 0.01%
46,168
-152,725
648
$1.74M 0.01%
86,899
-25,832
649
$1.74M 0.01%
36,615
+29,361
650
$1.73M 0.01%
16,473
-23,719
24 25
26
27 28