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
826
$387K 0.01%
+18,200
827
$384K 0.01%
14,412
-14,354
828
$383K 0.01%
10,688
+3,018
829
$382K 0.01%
137,346
+39,655
830
$376K 0.01%
+43,774
831
$369K 0.01%
+10,172
832
$368K 0.01%
6,801
-18,488
833
$366K 0.01%
84,214
-34,400
834
$366K 0.01%
+9,920
835
$365K 0.01%
6,029
-2,246
836
$364K 0.01%
4,820
-480
837
$359K 0.01%
3,259
+280
838
$359K 0.01%
67,100
-2,800
839
$358K 0.01%
+22,590
840
$355K 0.01%
+21,400
841
$354K 0.01%
5,920
-1,130
842
$351K 0.01%
+16,000
843
$350K 0.01%
21,560
-1,800
844
$349K 0.01%
+88,830
845
$349K 0.01%
+4,360
846
$349K 0.01%
30,862
-22,200
847
$348K ﹤0.01%
+7,850
848
$347K ﹤0.01%
25,554
+12,799
849
$344K ﹤0.01%
10,305
+1,000
850
$342K ﹤0.01%
4,692
+500
32 33
34
35 36