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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$37.7M
3
+$37.3M
4
MA icon
Mastercard
MA
+$34.5M
5
PSX icon
Phillips 66
PSX
+$32.3M

Top Sells

1
+$34M
2
+$30.7M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$19.3M

Sector Composition

1 Technology 20.3%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.57%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$282K ﹤0.01%
+3,059
877
$279K ﹤0.01%
27,851
+9,443
878
$273K ﹤0.01%
+26,500
879
$272K ﹤0.01%
6,500
-2,931
880
$272K ﹤0.01%
8,345
-50,976
881
$271K ﹤0.01%
17,000
+3,300
882
$270K ﹤0.01%
+3,040
883
$270K ﹤0.01%
5,320
+500
884
$270K ﹤0.01%
+1,650
885
$269K ﹤0.01%
1,720
-2,480
886
$266K ﹤0.01%
20,771
-4,700
887
$265K ﹤0.01%
3,487
-590
888
$264K ﹤0.01%
83,948
+34,100
889
$263K ﹤0.01%
+6,519
890
$263K ﹤0.01%
10,620
-8,250
891
$262K ﹤0.01%
+6,026
892
$261K ﹤0.01%
7,130
-11,640
893
$261K ﹤0.01%
+6,400
894
$260K ﹤0.01%
3,560
-17,000
895
$259K ﹤0.01%
40,657
-669
896
$255K ﹤0.01%
3,880
-1,800
897
$245K ﹤0.01%
+11,400
898
$244K ﹤0.01%
25,400
-200
899
$244K ﹤0.01%
32,950
+19,150
900
$242K ﹤0.01%
4,510
34 35
36
37 38