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
51
$109M 0.45%
1,329,791
+404,277
52
$109M 0.45%
690,408
+110,771
53
$108M 0.45%
14,285
-3,184
54
$103M 0.43%
711,510
+117,532
55
$100M 0.42%
1,086,713
-329,554
56
$99.3M 0.41%
411,411
+192,632
57
$99.3M 0.41%
3,205,759
-1,772,273
58
$99.3M 0.41%
721,087
+8,289
59
$98M 0.41%
710,433
+80,098
60
$92.4M 0.38%
986,232
+64,568
61
$91.8M 0.38%
1,041,207
+60,979
62
$91.1M 0.38%
7,067,554
+5,625,457
63
$89.9M 0.37%
6,378,958
+532,671
64
$88M 0.36%
507,377
-42,796
65
$86M 0.36%
1,157,471
+51,408
66
$84.3M 0.35%
3,712,513
+1,933,137
67
$84.3M 0.35%
568,146
-191,110
68
$83.3M 0.34%
1,256,945
+582,710
69
$81.5M 0.34%
2,190,025
+1,521,080
70
$81.1M 0.34%
1,839,530
+631,750
71
$80.7M 0.33%
+470,524
72
$79.3M 0.33%
2,586,140
+460,988
73
$77.2M 0.32%
2,651,789
+115,868
74
$76.8M 0.32%
164,347
-5,468
75
$76.6M 0.32%
542,773
+110,770
1 2
3
4 5