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
876
$336K ﹤0.01%
33,411
+3,644
877
$335K ﹤0.01%
101,026
-70,256
878
$333K ﹤0.01%
71,198
-49,951
879
$330K ﹤0.01%
16,619
-157
880
$329K ﹤0.01%
12,267
+5,049
881
$319K ﹤0.01%
211,479
-547,663
882
$317K ﹤0.01%
+6,197
883
$315K ﹤0.01%
+20,471
884
$313K ﹤0.01%
+356
885
$305K ﹤0.01%
19,635
-95,946
886
$304K ﹤0.01%
+13,887
887
$303K ﹤0.01%
5,140
+244
888
$297K ﹤0.01%
5,004
-37,030
889
$294K ﹤0.01%
11,248
890
$291K ﹤0.01%
2,881
891
$290K ﹤0.01%
+4,780
892
$290K ﹤0.01%
11,459
-4,900
893
$286K ﹤0.01%
+88,353
894
$283K ﹤0.01%
7,757
-79,698
895
$283K ﹤0.01%
+103,654
896
$281K ﹤0.01%
155,483
-135,230
897
$281K ﹤0.01%
3,028
-910
898
$277K ﹤0.01%
18,822
-57,001
899
$269K ﹤0.01%
9,529
-51,662
900
$267K ﹤0.01%
7,862
-90,561
34 35
36
37 38