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
801
$687K ﹤0.01%
423,820
+215,873
802
$687K ﹤0.01%
76,540
-90,396
803
$671K ﹤0.01%
+20,506
804
$662K ﹤0.01%
62,230
+8,470
805
$657K ﹤0.01%
115,040
-240,089
806
$654K ﹤0.01%
1,989
807
$654K ﹤0.01%
15,184
+7,042
808
$654K ﹤0.01%
32,004
+2,969
809
$641K ﹤0.01%
+48,666
810
$633K ﹤0.01%
27,331
811
$632K ﹤0.01%
+12,468
812
$632K ﹤0.01%
+1,638
813
$622K ﹤0.01%
46,059
-1,853
814
$616K ﹤0.01%
85,107
+60,496
815
$603K ﹤0.01%
2,011
-41,141
816
$599K ﹤0.01%
181,085
+2,166
817
$589K ﹤0.01%
22,430
-345,332
818
$587K ﹤0.01%
10,558
-530
819
$578K ﹤0.01%
86,949
-345,717
820
$573K ﹤0.01%
+16,500
821
$572K ﹤0.01%
+24,245
822
$563K ﹤0.01%
146,315
-233,271
823
$548K ﹤0.01%
9,299
-185,748
824
$547K ﹤0.01%
17,050
-1,255
825
$547K ﹤0.01%
440,737
+381,339
31 32
33
34 35