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
851
$540K ﹤0.01%
22,734
+6,290
852
$536K ﹤0.01%
+7,493
853
$534K ﹤0.01%
4,062
-16,440
854
$531K ﹤0.01%
+29,774
855
$526K ﹤0.01%
+6,843
856
$521K ﹤0.01%
23,577
857
$518K ﹤0.01%
6,763
+4,066
858
$514K ﹤0.01%
+11,110
859
$513K ﹤0.01%
9,461
-2,981
860
$512K ﹤0.01%
+7,314
861
$508K ﹤0.01%
+16,174
862
$507K ﹤0.01%
10,762
-43,866
863
$507K ﹤0.01%
6,428
-1
864
$496K ﹤0.01%
12,165
-466
865
$494K ﹤0.01%
+25,373
866
$488K ﹤0.01%
18,542
-192
867
$485K ﹤0.01%
20,104
+896
868
$484K ﹤0.01%
20,743
-354
869
$481K ﹤0.01%
+27,664
870
$479K ﹤0.01%
6,157
-2,562
871
$478K ﹤0.01%
6,263
-27,194
872
$469K ﹤0.01%
13,389
-102,092
873
$465K ﹤0.01%
+33,014
874
$454K ﹤0.01%
4,752
+548
875
$453K ﹤0.01%
123,717
-8,548
33 34
35
36 37