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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.72M 0.01%
252,920
-277,519
627
$1.72M 0.01%
39,286
+271
628
$1.72M 0.01%
+26,013
629
$1.71M 0.01%
+34,926
630
$1.7M 0.01%
180,832
-59,196
631
$1.68M 0.01%
205,310
-282,489
632
$1.68M 0.01%
550,537
-2,840
633
$1.68M 0.01%
241,442
-59,908
634
$1.68M 0.01%
171,297
+21,907
635
$1.67M 0.01%
60,537
-261
636
$1.67M 0.01%
88,233
+22,170
637
$1.66M 0.01%
+75,931
638
$1.66M 0.01%
+20,450
639
$1.65M 0.01%
7,860
+121
640
$1.62M 0.01%
155,798
+46,599
641
$1.62M 0.01%
+70,591
642
$1.6M 0.01%
244,828
+126,257
643
$1.6M 0.01%
+54,210
644
$1.59M 0.01%
392,420
+95,383
645
$1.59M 0.01%
45,756
-340
646
$1.58M 0.01%
4,098
-6,279
647
$1.55M 0.01%
51,034
-27,265
648
$1.55M 0.01%
+300,508
649
$1.55M 0.01%
48,658
-29,261
650
$1.52M 0.01%
5,846
-6,691
24 25
26
27 28