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
901
$253K ﹤0.01%
+6,329
902
$253K ﹤0.01%
979
-180
903
$247K ﹤0.01%
+89,371
904
$246K ﹤0.01%
+279,932
905
$244K ﹤0.01%
23,391
906
$243K ﹤0.01%
+3,875
907
$237K ﹤0.01%
1,056
-100
908
$237K ﹤0.01%
78,893
-47,023
909
$234K ﹤0.01%
14,161
910
$232K ﹤0.01%
28,674
911
$227K ﹤0.01%
8,404
-402,968
912
$223K ﹤0.01%
14,171
-55,240
913
$218K ﹤0.01%
+4,625
914
$215K ﹤0.01%
70,893
-64,559
915
$211K ﹤0.01%
180,644
-3,276
916
$211K ﹤0.01%
2,965
917
$211K ﹤0.01%
23,409
+8,089
918
$210K ﹤0.01%
+81,579
919
$208K ﹤0.01%
+11,697
920
$206K ﹤0.01%
+5,187
921
$202K ﹤0.01%
+1,952
922
$200K ﹤0.01%
+11,200
923
$182K ﹤0.01%
31,904
+12,324
924
$180K ﹤0.01%
+44,156
925
$166K ﹤0.01%
52,064
-120,428
35 36
37
38 39