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
826
$543K ﹤0.01%
28,738
-39,349
827
$536K ﹤0.01%
14,718
-2,582
828
$529K ﹤0.01%
+17,186
829
$523K ﹤0.01%
209,912
-193,395
830
$522K ﹤0.01%
48,604
-113,474
831
$516K ﹤0.01%
4,551
832
$516K ﹤0.01%
35,633
+3,601
833
$515K ﹤0.01%
+113,762
834
$513K ﹤0.01%
16,275
+1,658
835
$510K ﹤0.01%
+20,715
836
$510K ﹤0.01%
172
-283
837
$505K ﹤0.01%
181,115
-109,713
838
$505K ﹤0.01%
+5,896
839
$505K ﹤0.01%
41,887
+6,563
840
$494K ﹤0.01%
+61,414
841
$485K ﹤0.01%
537,816
-24,129
842
$483K ﹤0.01%
2,761
-43,299
843
$479K ﹤0.01%
22,538
+12,471
844
$476K ﹤0.01%
19,867
+4,175
845
$476K ﹤0.01%
+10,437
846
$464K ﹤0.01%
10,064
-14,020
847
$463K ﹤0.01%
+76,708
848
$461K ﹤0.01%
10,254
-178,722
849
$452K ﹤0.01%
+40,016
850
$450K ﹤0.01%
15,387
-7,170
32 33
34
35 36