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
676
$1.32M 0.01%
+22,913
677
$1.31M 0.01%
+299,144
678
$1.31M 0.01%
+219,437
679
$1.3M 0.01%
+196,376
680
$1.29M 0.01%
103,054
+77,419
681
$1.25M 0.01%
858,764
+341,279
682
$1.25M 0.01%
36,560
-31,435
683
$1.23M 0.01%
791,421
-260,684
684
$1.22M 0.01%
+57,282
685
$1.21M 0.01%
9,128
-42,479
686
$1.2M 0.01%
307,786
+274,806
687
$1.18M 0.01%
+251,001
688
$1.17M 0.01%
152,732
-8,905
689
$1.17M 0.01%
94,614
-6,403
690
$1.16M 0.01%
14,991
-253
691
$1.16M 0.01%
19,511
-4,664
692
$1.15M 0.01%
53,897
-282
693
$1.15M 0.01%
19,154
-90,354
694
$1.13M 0.01%
27,296
695
$1.13M 0.01%
17,914
-79,783
696
$1.13M 0.01%
149,280
-4,800
697
$1.13M 0.01%
+171,812
698
$1.11M 0.01%
114,979
-284,505
699
$1.1M 0.01%
153,575
-43,879
700
$1.1M 0.01%
55,782
-55,516
26 27
28
29 30