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
876
$349K ﹤0.01%
+9,135
877
$348K ﹤0.01%
+12,754
878
$348K ﹤0.01%
297,014
+254,565
879
$343K ﹤0.01%
110,799
-57,766
880
$341K ﹤0.01%
+10,969
881
$340K ﹤0.01%
10,340
-470,232
882
$337K ﹤0.01%
+8,500
883
$334K ﹤0.01%
4,737
-176
884
$333K ﹤0.01%
+4,515
885
$332K ﹤0.01%
14,043
+2,898
886
$327K ﹤0.01%
+16,635
887
$319K ﹤0.01%
77,696
-6,300
888
$318K ﹤0.01%
106,985
-102,817
889
$310K ﹤0.01%
1,055
-4,698
890
$308K ﹤0.01%
2,881
891
$307K ﹤0.01%
27,163
+15,163
892
$288K ﹤0.01%
158,342
+125,145
893
$286K ﹤0.01%
238,401
-48,101
894
$283K ﹤0.01%
15,863
-5,016
895
$281K ﹤0.01%
1,451
896
$271K ﹤0.01%
40,013
-96,759
897
$269K ﹤0.01%
326
-237
898
$262K ﹤0.01%
12,786
+2,874
899
$257K ﹤0.01%
+5,250
900
$255K ﹤0.01%
+18,336
34 35
36
37 38