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
776
$505K 0.01%
+58,355
777
$500K 0.01%
9,821
+5,221
778
$498K 0.01%
5,363
-342
779
$497K 0.01%
1,947
-2,106
780
$496K 0.01%
65,691
+6,300
781
$496K 0.01%
+33,600
782
$495K 0.01%
16,675
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783
$485K 0.01%
5,820
-19,368
784
$482K 0.01%
99,475
-2,100
785
$481K 0.01%
+10,080
786
$480K 0.01%
16,800
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787
$479K 0.01%
44,965
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788
$479K 0.01%
4,566
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789
$473K 0.01%
20,408
+3,681
790
$470K 0.01%
7,850
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791
$466K 0.01%
5,353
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792
$465K 0.01%
10,500
793
$463K 0.01%
31,000
794
$457K 0.01%
368,935
-6,127
795
$457K 0.01%
+47,279
796
$456K 0.01%
+27,961
797
$451K 0.01%
+8,800
798
$451K 0.01%
+10,897
799
$448K 0.01%
13,380
-259,080
800
$446K 0.01%
19,128
+3,950
30 31
32
33 34