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
651
$1.56M 0.01%
150,300
+41,706
652
$1.54M 0.01%
67,771
+7,699
653
$1.53M 0.01%
26,414
-120
654
$1.52M 0.01%
27,296
655
$1.52M 0.01%
18,077
+14,389
656
$1.51M 0.01%
+66,041
657
$1.5M 0.01%
67,875
+30,522
658
$1.5M 0.01%
233,019
-33,230
659
$1.49M 0.01%
+15,980
660
$1.49M 0.01%
88,764
+9,097
661
$1.44M 0.01%
32,052
-1,323
662
$1.44M 0.01%
476,245
+414,106
663
$1.44M 0.01%
1,162,142
+770,868
664
$1.44M 0.01%
+107,181
665
$1.43M 0.01%
12,290
-399
666
$1.42M 0.01%
835,199
+805,101
667
$1.41M 0.01%
11,316
668
$1.4M 0.01%
+232,022
669
$1.4M 0.01%
185,797
-35,548
670
$1.39M 0.01%
45,177
+12,421
671
$1.38M 0.01%
+16,623
672
$1.37M 0.01%
40,253
+18,823
673
$1.36M 0.01%
129,324
+4,567
674
$1.34M 0.01%
315,370
+149,333
675
$1.34M 0.01%
50,682
+934
25 26
27
28 29