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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$722K ﹤0.01%
+80,543
777
$722K ﹤0.01%
16,584
778
$716K ﹤0.01%
281,789
-518,680
779
$710K ﹤0.01%
+217,273
780
$705K ﹤0.01%
335,835
-109,068
781
$702K ﹤0.01%
+59,232
782
$696K ﹤0.01%
+57,840
783
$694K ﹤0.01%
107,570
+58,704
784
$681K ﹤0.01%
+101,431
785
$666K ﹤0.01%
27,331
786
$658K ﹤0.01%
21,776
-449
787
$657K ﹤0.01%
27,020
-2,946
788
$650K ﹤0.01%
+34,199
789
$646K ﹤0.01%
249,361
-3,967
790
$644K ﹤0.01%
+49,299
791
$644K ﹤0.01%
40,308
-101,977
792
$643K ﹤0.01%
13,210
793
$641K ﹤0.01%
+9,532
794
$640K ﹤0.01%
15,128
+3,779
795
$630K ﹤0.01%
18,161
-13,711
796
$629K ﹤0.01%
+1,084
797
$621K ﹤0.01%
425,583
+10,646
798
$617K ﹤0.01%
29,218
+371
799
$616K ﹤0.01%
18,501
800
$616K ﹤0.01%
48,932
+9,311
30 31
32
33 34