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
676
$1.32M 0.01%
595,016
-109,081
677
$1.3M 0.01%
1,444,617
-189,467
678
$1.3M 0.01%
90,092
-3,512
679
$1.28M 0.01%
135,064
+89,571
680
$1.28M 0.01%
+3,318
681
$1.27M 0.01%
79,977
+3,656
682
$1.27M 0.01%
59,893
+11,542
683
$1.27M 0.01%
109,200
-23,046
684
$1.26M 0.01%
848,672
-103,815
685
$1.26M 0.01%
403,784
+22,960
686
$1.26M 0.01%
779,025
-47,679
687
$1.25M 0.01%
192,840
+87,505
688
$1.24M 0.01%
49,084
+11,756
689
$1.22M 0.01%
25,408
690
$1.21M 0.01%
53,505
-23,827
691
$1.2M 0.01%
11,295
+2,706
692
$1.2M 0.01%
429,804
+243,568
693
$1.2M 0.01%
191,901
+9,740
694
$1.18M ﹤0.01%
47,203
-2,186
695
$1.18M ﹤0.01%
212,950
-665,089
696
$1.18M ﹤0.01%
24,676
-55,810
697
$1.17M ﹤0.01%
507,047
-275,564
698
$1.17M ﹤0.01%
40,498
699
$1.15M ﹤0.01%
+729
700
$1.15M ﹤0.01%
89,093
+13,260
26 27
28
29 30