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
726
$638K 0.01%
+3,790
727
$635K 0.01%
6,530
-14,490
728
$633K 0.01%
+39,200
729
$625K 0.01%
63,454
-2,016
730
$625K 0.01%
14,619
-55,374
731
$619K 0.01%
22,439
+4,180
732
$618K 0.01%
8,590
+6,470
733
$616K 0.01%
4,562
+290
734
$614K 0.01%
+23,200
735
$610K 0.01%
35,976
+16,581
736
$609K 0.01%
+7,023
737
$609K 0.01%
17,120
738
$609K 0.01%
224,900
+7,800
739
$603K 0.01%
50,920
+26,740
740
$602K 0.01%
10,690
741
$599K 0.01%
12,740
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742
$598K 0.01%
2,780
-220
743
$595K 0.01%
+25,844
744
$589K 0.01%
18,340
-19,120
745
$588K 0.01%
6,230
-56,884
746
$587K 0.01%
+27,600
747
$581K 0.01%
12,104
+3,050
748
$579K 0.01%
31,301
-3,080
749
$578K 0.01%
23,529
-8,369
750
$576K 0.01%
28,800
-85,360
28 29
30
31 32