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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$37.7M
3
+$37.3M
4
MA icon
Mastercard
MA
+$34.5M
5
PSX icon
Phillips 66
PSX
+$32.3M

Top Sells

1
+$34M
2
+$30.7M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$19.3M

Sector Composition

1 Technology 20.3%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.57%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.6M 0.43%
153,622
+11,601
52
$30.5M 0.43%
300,668
+17,240
53
$30.2M 0.43%
157,632
+37,092
54
$29.7M 0.42%
328,938
-40,460
55
$29.6M 0.42%
1,814,276
+402,500
56
$29.4M 0.42%
110,475
+69,877
57
$29.2M 0.41%
572,150
+287,930
58
$29.1M 0.41%
620,838
+67,400
59
$28.8M 0.41%
244,021
-4,819
60
$28.5M 0.4%
219,496
+21,090
61
$27.9M 0.4%
532,971
+92,740
62
$27.6M 0.39%
412,575
-46,010
63
$27.5M 0.39%
732,420
+278,640
64
$27.4M 0.39%
508,153
+31,850
65
$27.2M 0.39%
615,528
+123,197
66
$27.1M 0.38%
367,973
+78,734
67
$26.8M 0.38%
157,342
+110,643
68
$26.7M 0.38%
349,609
+81,410
69
$26.5M 0.38%
601,642
+27,560
70
$26.3M 0.37%
181,754
-1,191
71
$26.3M 0.37%
235,074
+30,514
72
$26.2M 0.37%
607,850
+14,430
73
$26.2M 0.37%
150,160
+32,400
74
$25.7M 0.36%
231,149
-13,200
75
$25.7M 0.36%
215,904
+27,770
1 2
3
4 5