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
901
$242K ﹤0.01%
17,038
+1,400
902
$240K ﹤0.01%
+28,578
903
$239K ﹤0.01%
+5,210
904
$237K ﹤0.01%
26,135
-8,500
905
$237K ﹤0.01%
4,030
-25,900
906
$237K ﹤0.01%
5,571
+724
907
$234K ﹤0.01%
+4,460
908
$233K ﹤0.01%
7,131
-1,550
909
$232K ﹤0.01%
+1,360
910
$231K ﹤0.01%
10,625
-2,295
911
$229K ﹤0.01%
+14,884
912
$228K ﹤0.01%
9,668
+5,339
913
$227K ﹤0.01%
5,769
-10,746
914
$225K ﹤0.01%
53,643
+5,593
915
$219K ﹤0.01%
+63,365
916
$216K ﹤0.01%
7,068
-6,398
917
$216K ﹤0.01%
7,530
-31,931
918
$215K ﹤0.01%
+3,670
919
$213K ﹤0.01%
34,461
+7,440
920
$212K ﹤0.01%
+12,600
921
$210K ﹤0.01%
+2,850
922
$210K ﹤0.01%
1,290
-1,290
923
$204K ﹤0.01%
+9,951
924
$202K ﹤0.01%
68,720
+34,466
925
$201K ﹤0.01%
5,800
-24,380
35 36
37
38 39