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
626
$1.75M 0.01%
141,077
+18,217
627
$1.74M 0.01%
15,019
-122,701
628
$1.73M 0.01%
+1,001,057
629
$1.72M 0.01%
57,409
+4,758
630
$1.72M 0.01%
193,410
-600
631
$1.72M 0.01%
729,041
+319,824
632
$1.71M 0.01%
+98,296
633
$1.71M 0.01%
298,015
634
$1.7M 0.01%
+246,273
635
$1.7M 0.01%
+48,328
636
$1.68M 0.01%
53,627
-9,765
637
$1.67M 0.01%
203,678
-20,541
638
$1.65M 0.01%
245,373
639
$1.64M 0.01%
699,158
+173,508
640
$1.64M 0.01%
+175,909
641
$1.63M 0.01%
+111,598
642
$1.63M 0.01%
+218,075
643
$1.61M 0.01%
+30,174
644
$1.61M 0.01%
13,996
+10,644
645
$1.6M 0.01%
476,258
-25,762
646
$1.58M 0.01%
+12,818
647
$1.58M 0.01%
131,015
-62,757
648
$1.57M 0.01%
174,314
+16,134
649
$1.57M 0.01%
19,150
+8,898
650
$1.57M 0.01%
9,870
-20,927
24 25
26
27 28