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
851
$427K ﹤0.01%
4,910
-1,900
852
$425K ﹤0.01%
+38,856
853
$424K ﹤0.01%
+14,012
854
$420K ﹤0.01%
436,460
+217,160
855
$419K ﹤0.01%
18,049
-68,446
856
$414K ﹤0.01%
8,452
-175,049
857
$411K ﹤0.01%
+11,550
858
$400K ﹤0.01%
31,239
+8,563
859
$400K ﹤0.01%
759
-103
860
$391K ﹤0.01%
35,560
+11,883
861
$390K ﹤0.01%
9,792
-7,846
862
$389K ﹤0.01%
93,216
-122,359
863
$386K ﹤0.01%
+1,505
864
$378K ﹤0.01%
99,875
+82,510
865
$376K ﹤0.01%
41,187
+2,387
866
$369K ﹤0.01%
+26,688
867
$367K ﹤0.01%
293,530
+242,716
868
$366K ﹤0.01%
42,994
-156,080
869
$361K ﹤0.01%
67,509
-15,228
870
$361K ﹤0.01%
32,784
-36,293
871
$355K ﹤0.01%
25,034
-82,213
872
$355K ﹤0.01%
328,473
+221,573
873
$350K ﹤0.01%
64,611
-13,968
874
$349K ﹤0.01%
+3,688
875
$340K ﹤0.01%
454,101
-797,488
33 34
35
36 37