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
701
$1.15M ﹤0.01%
84,410
+9,535
702
$1.14M ﹤0.01%
28,616
-166,369
703
$1.14M ﹤0.01%
70,738
+33,348
704
$1.14M ﹤0.01%
2,526
-203
705
$1.14M ﹤0.01%
4,054
-8,257
706
$1.13M ﹤0.01%
58,588
+5,046
707
$1.12M ﹤0.01%
+589,111
708
$1.11M ﹤0.01%
38,761
+2,474
709
$1.11M ﹤0.01%
1,232
+181
710
$1.1M ﹤0.01%
32,935
-18,099
711
$1.1M ﹤0.01%
666,454
+354,135
712
$1.1M ﹤0.01%
+475,726
713
$1.1M ﹤0.01%
2,564
-130
714
$1.09M ﹤0.01%
+15,323
715
$1.09M ﹤0.01%
25,493
-40,348
716
$1.09M ﹤0.01%
+24,865
717
$1.09M ﹤0.01%
69,595
-170,476
718
$1.08M ﹤0.01%
217,813
+7,807
719
$1.08M ﹤0.01%
38,004
+3,030
720
$1.08M ﹤0.01%
39,340
+5,215
721
$1.08M ﹤0.01%
4,401
-18,469
722
$1.07M ﹤0.01%
298,784
+36,592
723
$1.07M ﹤0.01%
16,668
+7,268
724
$1.07M ﹤0.01%
24,307
+11,410
725
$1.07M ﹤0.01%
+168,336
27 28
29
30 31