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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$500K ﹤0.01%
373,013
-314,781
827
$496K ﹤0.01%
14,757
-3,589
828
$494K ﹤0.01%
54,008
-291,092
829
$494K ﹤0.01%
+50,001
830
$492K ﹤0.01%
26,557
-10,981
831
$491K ﹤0.01%
+13,345
832
$491K ﹤0.01%
59,826
-42,880
833
$487K ﹤0.01%
26,578
834
$483K ﹤0.01%
352,743
-567,577
835
$482K ﹤0.01%
18,305
-482
836
$478K ﹤0.01%
571,467
+79,987
837
$477K ﹤0.01%
555,826
-2,778
838
$473K ﹤0.01%
145,057
839
$472K ﹤0.01%
242,213
-47,786
840
$469K ﹤0.01%
9,118
+1,595
841
$467K ﹤0.01%
41,851
842
$461K ﹤0.01%
+42,100
843
$460K ﹤0.01%
33,599
+17,129
844
$455K ﹤0.01%
35,433
-432
845
$454K ﹤0.01%
+16,210
846
$449K ﹤0.01%
29,429
-319
847
$433K ﹤0.01%
6,408
848
$429K ﹤0.01%
58,151
-24,136
849
$427K ﹤0.01%
164,837
-45,885
850
$427K ﹤0.01%
55,567
-7,576
32 33
34
35 36