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
876
$451K ﹤0.01%
94,826
-42,748
877
$448K ﹤0.01%
3,095
-2,932
878
$447K ﹤0.01%
20,742
-64,848
879
$443K ﹤0.01%
10,971
+2,312
880
$442K ﹤0.01%
+15,123
881
$440K ﹤0.01%
2,633
-16,210
882
$439K ﹤0.01%
113,122
-231,172
883
$430K ﹤0.01%
4,629
884
$417K ﹤0.01%
9,580
+1,531
885
$404K ﹤0.01%
16,588
-623
886
$402K ﹤0.01%
4,115
+1,433
887
$400K ﹤0.01%
20,965
-151
888
$399K ﹤0.01%
25,298
-1,128
889
$397K ﹤0.01%
6,480
890
$395K ﹤0.01%
69,092
-7,083
891
$392K ﹤0.01%
43,049
-27,488
892
$391K ﹤0.01%
6,658
893
$385K ﹤0.01%
+47,062
894
$385K ﹤0.01%
+12,861
895
$384K ﹤0.01%
26,774
+1,098
896
$376K ﹤0.01%
15,783
-11,397
897
$374K ﹤0.01%
3,286
-2,152
898
$371K ﹤0.01%
+128,480
899
$362K ﹤0.01%
3,603
+122
900
$361K ﹤0.01%
1,729
-11,549
34 35
36
37 38