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
801
$446K 0.01%
8,085
+1,510
802
$442K 0.01%
28,449
-8,135
803
$441K 0.01%
+18,100
804
$432K 0.01%
111,997
+69,931
805
$431K 0.01%
39,164
+7,420
806
$431K 0.01%
14,570
+1,188
807
$429K 0.01%
+12,684
808
$429K 0.01%
36,900
+8,100
809
$429K 0.01%
+37,496
810
$428K 0.01%
8,100
-12,950
811
$423K 0.01%
+81,419
812
$422K 0.01%
+14,280
813
$422K 0.01%
9,120
+1,080
814
$421K 0.01%
10,940
-1,170
815
$420K 0.01%
+1,950
816
$412K 0.01%
+16,010
817
$412K 0.01%
46,762
-2,000
818
$410K 0.01%
24,625
+10,925
819
$408K 0.01%
+8,707
820
$406K 0.01%
12,271
+2,400
821
$398K 0.01%
5,090
-18,029
822
$398K 0.01%
36,246
823
$396K 0.01%
67,824
-78,367
824
$395K 0.01%
139,065
-12,980
825
$387K 0.01%
32,504
+7,300
31 32
33
34 35