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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.38M 0.01%
83,281
-63,601
702
$1.37M 0.01%
37,026
-21,792
703
$1.36M 0.01%
18,409
-177
704
$1.34M 0.01%
33,728
-7,057
705
$1.33M 0.01%
70,473
-5,102
706
$1.33M 0.01%
85,509
-504
707
$1.32M 0.01%
+17,537
708
$1.31M 0.01%
+35,834
709
$1.31M 0.01%
+312
710
$1.31M 0.01%
36,768
-343,664
711
$1.31M 0.01%
163,778
+19,393
712
$1.3M 0.01%
47,972
+8,773
713
$1.3M 0.01%
66,451
-169,073
714
$1.29M 0.01%
+129,659
715
$1.28M 0.01%
12,197
-101
716
$1.27M 0.01%
60,417
-1,090
717
$1.27M 0.01%
116,200
-1,208
718
$1.27M 0.01%
53,899
-563
719
$1.26M 0.01%
+54,998
720
$1.26M 0.01%
+144,379
721
$1.26M 0.01%
24,317
+12,072
722
$1.25M 0.01%
60,573
723
$1.25M 0.01%
29,498
+1,029
724
$1.24M 0.01%
+138,279
725
$1.22M 0.01%
+254,655
27 28
29
30 31