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
726
$1.06M ﹤0.01%
+63,813
727
$1.06M ﹤0.01%
227,182
+108,042
728
$1.06M ﹤0.01%
184,304
-31,966
729
$1.06M ﹤0.01%
2,950,944
+2,758,995
730
$1.06M ﹤0.01%
463,593
+85,735
731
$1.06M ﹤0.01%
35,721
-1,201
732
$1.05M ﹤0.01%
3,056
+1,934
733
$1.05M ﹤0.01%
94,619
+25,107
734
$1.05M ﹤0.01%
204,359
+31,551
735
$1.03M ﹤0.01%
890,925
-210,942
736
$1.03M ﹤0.01%
50,440
-1,277
737
$1.03M ﹤0.01%
238,048
-18,983
738
$1.02M ﹤0.01%
43,071
+5,138
739
$1.02M ﹤0.01%
102,941
740
$1.02M ﹤0.01%
+13,783
741
$1.01M ﹤0.01%
340,325
-802,000
742
$1.01M ﹤0.01%
487,960
+254,940
743
$992K ﹤0.01%
7,190
-4,045
744
$990K ﹤0.01%
942,762
+436,065
745
$987K ﹤0.01%
+27,537
746
$981K ﹤0.01%
+2,687
747
$979K ﹤0.01%
27,966
-2,827,079
748
$976K ﹤0.01%
19,424
-12,971
749
$967K ﹤0.01%
+286,194
750
$967K ﹤0.01%
20,962
-2,153
28 29
30
31 32