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
751
$962K ﹤0.01%
+41,076
752
$956K ﹤0.01%
50,829
+5,122
753
$952K ﹤0.01%
48,686
-1,288
754
$951K ﹤0.01%
26,472
755
$948K ﹤0.01%
142,126
-234,931
756
$946K ﹤0.01%
87,397
+12,478
757
$945K ﹤0.01%
210,468
+98,535
758
$941K ﹤0.01%
62,438
+3,931
759
$935K ﹤0.01%
+19,673
760
$923K ﹤0.01%
108,038
+14,852
761
$922K ﹤0.01%
134,951
-139,037
762
$920K ﹤0.01%
7,141
-433
763
$918K ﹤0.01%
+11,237
764
$917K ﹤0.01%
7,731
-2,132
765
$878K ﹤0.01%
+114,814
766
$874K ﹤0.01%
270,698
+152,047
767
$867K ﹤0.01%
38,195
+1,615
768
$860K ﹤0.01%
735,005
-86,652
769
$856K ﹤0.01%
8,377
-6,580
770
$855K ﹤0.01%
14,165
-11,164
771
$849K ﹤0.01%
148,975
-353,707
772
$849K ﹤0.01%
30,105
+26,870
773
$845K ﹤0.01%
173,547
+73,553
774
$844K ﹤0.01%
48,010
-104,053
775
$835K ﹤0.01%
11,065
-14,226
29 30
31
32 33