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
851
$446K ﹤0.01%
91,118
+56,411
852
$433K ﹤0.01%
13,658
+2,209
853
$430K ﹤0.01%
61,370
+8,579
854
$426K ﹤0.01%
10,124
-111,629
855
$423K ﹤0.01%
32,784
-25,482
856
$421K ﹤0.01%
+10,791
857
$417K ﹤0.01%
79,322
-1,105,617
858
$415K ﹤0.01%
+11,865
859
$412K ﹤0.01%
18,406
-5,993
860
$409K ﹤0.01%
8,513
861
$408K ﹤0.01%
4,660
862
$398K ﹤0.01%
10,753
+4,556
863
$396K ﹤0.01%
19,376
+9,343
864
$393K ﹤0.01%
188,226
-26,979
865
$391K ﹤0.01%
+31,655
866
$390K ﹤0.01%
28,370
-11,938
867
$389K ﹤0.01%
+3,166
868
$381K ﹤0.01%
53,036
-44,793
869
$373K ﹤0.01%
29,079
-2,347
870
$368K ﹤0.01%
+67,359
871
$367K ﹤0.01%
3,459
-11,210
872
$366K ﹤0.01%
+45,664
873
$361K ﹤0.01%
1,716
-1,963
874
$361K ﹤0.01%
61,217
-50,994
875
$360K ﹤0.01%
+23,608
33 34
35
36 37