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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$645K ﹤0.01%
+5,468
827
$643K ﹤0.01%
46,383
-110,549
828
$639K ﹤0.01%
+94,173
829
$636K ﹤0.01%
10,496
-1,202,792
830
$624K ﹤0.01%
+2,580
831
$624K ﹤0.01%
+7,928
832
$621K ﹤0.01%
+5,488
833
$617K ﹤0.01%
+7,620
834
$608K ﹤0.01%
+27,617
835
$605K ﹤0.01%
13,209
-129,325
836
$601K ﹤0.01%
+17,486
837
$597K ﹤0.01%
29,260
-22
838
$595K ﹤0.01%
89,960
-33,587
839
$590K ﹤0.01%
+52,848
840
$585K ﹤0.01%
18,087
-10,504
841
$572K ﹤0.01%
+34,542
842
$563K ﹤0.01%
41,366
-10,848
843
$561K ﹤0.01%
5,115
-47
844
$557K ﹤0.01%
+4,734
845
$554K ﹤0.01%
24,244
+12,180
846
$554K ﹤0.01%
8,346
-385,325
847
$550K ﹤0.01%
+10,528
848
$544K ﹤0.01%
+37,917
849
$543K ﹤0.01%
7,564
850
$541K ﹤0.01%
17,655
+8,979
32 33
34
35 36