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
776
$817K ﹤0.01%
+35,647
777
$814K ﹤0.01%
4,329
-5,477
778
$806K ﹤0.01%
+18,363
779
$805K ﹤0.01%
+83,431
780
$801K ﹤0.01%
276,253
+14,658
781
$800K ﹤0.01%
25,035
-40,247
782
$797K ﹤0.01%
96,141
+65,922
783
$781K ﹤0.01%
464,993
-6,123
784
$779K ﹤0.01%
129,231
-14,011
785
$765K ﹤0.01%
+324,248
786
$763K ﹤0.01%
+49,628
787
$757K ﹤0.01%
407,151
-104,825
788
$757K ﹤0.01%
687,938
+252,600
789
$755K ﹤0.01%
58,400
790
$753K ﹤0.01%
83,674
-49,521
791
$751K ﹤0.01%
78,867
+2,995
792
$729K ﹤0.01%
+9,439
793
$726K ﹤0.01%
26,903
+1,556
794
$722K ﹤0.01%
2,268
795
$717K ﹤0.01%
12,035
+2,384
796
$708K ﹤0.01%
7,767
+3,789
797
$708K ﹤0.01%
17,446
-3,904
798
$705K ﹤0.01%
31,135
-1,598
799
$702K ﹤0.01%
17,176
-871
800
$700K ﹤0.01%
35,365
-7,422
30 31
32
33 34