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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.01M 0.01%
+17,309
752
$1M 0.01%
72,922
-2,650
753
$1M 0.01%
17,447
+11,683
754
$1M 0.01%
31,789
755
$996K 0.01%
33,693
-3,699
756
$985K 0.01%
108,231
-3,749
757
$984K 0.01%
37,338
-452
758
$955K 0.01%
28,860
-846
759
$951K 0.01%
+125,609
760
$949K 0.01%
+23,334
761
$942K 0.01%
20,297
-150
762
$942K 0.01%
89,518
+10,591
763
$941K 0.01%
59,964
-217,674
764
$936K 0.01%
58,400
765
$926K 0.01%
1,655
-34,092
766
$913K 0.01%
+80,683
767
$909K 0.01%
274,543
-27,255
768
$908K 0.01%
28,393
-399,341
769
$907K 0.01%
1,778
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770
$906K 0.01%
2,617
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771
$901K 0.01%
49,394
-5,794
772
$893K 0.01%
21,446
-86,745
773
$892K 0.01%
+68,436
774
$892K 0.01%
30,146
+18,049
775
$885K 0.01%
22,342
+48
29 30
31
32 33