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
751
$571K 0.01%
33,778
+5,118
752
$565K 0.01%
77,359
+7,500
753
$564K 0.01%
268,677
+208,333
754
$564K 0.01%
111,711
+17,199
755
$563K 0.01%
238,747
+11,621
756
$562K 0.01%
2,220
-350
757
$562K 0.01%
22,731
+4,100
758
$549K 0.01%
34,392
+14,100
759
$544K 0.01%
25,080
+80
760
$540K 0.01%
11,120
+630
761
$536K 0.01%
6,020
-480
762
$533K 0.01%
19,277
-7,660
763
$531K 0.01%
+15,930
764
$530K 0.01%
41,908
-1,800
765
$526K 0.01%
5,300
-90
766
$524K 0.01%
8,500
767
$523K 0.01%
5,939
+1,705
768
$523K 0.01%
191,719
+94,350
769
$522K 0.01%
50,906
-35,600
770
$519K 0.01%
23,864
-191,214
771
$518K 0.01%
18,124
+5,200
772
$516K 0.01%
63,915
+23,100
773
$516K 0.01%
191,095
+110,385
774
$515K 0.01%
21,792
-800
775
$513K 0.01%
4,040
+2,210
29 30
31
32 33