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
701
$1.09M 0.01%
7,233
702
$1.09M 0.01%
180,991
+113,999
703
$1.08M 0.01%
19,519
-1,743
704
$1.07M 0.01%
+212,377
705
$1.07M 0.01%
+37,200
706
$1.06M 0.01%
35,901
-325
707
$1.05M 0.01%
+125,866
708
$1.05M 0.01%
95,813
-75,148
709
$1.05M 0.01%
+20,079
710
$1.03M 0.01%
12,444
-53,315
711
$1.03M 0.01%
23,136
-6,640
712
$1.02M 0.01%
+11,994
713
$1.02M 0.01%
2,694
-98
714
$1.02M 0.01%
+42,707
715
$1.02M 0.01%
+82,968
716
$1.01M 0.01%
36,750
-55,329
717
$1.01M 0.01%
105,867
-25,784
718
$1.01M 0.01%
43,761
719
$1M 0.01%
+405,893
720
$1M 0.01%
+164,805
721
$996K 0.01%
57,580
+26,068
722
$994K 0.01%
1,199
-87
723
$985K 0.01%
56,766
-450
724
$985K 0.01%
33,024
-26,316
725
$971K ﹤0.01%
+8,700
27 28
29
30 31