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
926
$201K ﹤0.01%
45,469
+32,744
927
$199K ﹤0.01%
+29,099
928
$197K ﹤0.01%
890
-15,331
929
$194K ﹤0.01%
14,165
930
$194K ﹤0.01%
+10,886
931
$194K ﹤0.01%
24,535
-177,688
932
$193K ﹤0.01%
+13,400
933
$193K ﹤0.01%
+34,110
934
$189K ﹤0.01%
23,392
-3,422
935
$188K ﹤0.01%
15,100
-143,790
936
$181K ﹤0.01%
2,359
-725
937
$181K ﹤0.01%
19,370
+6,571
938
$180K ﹤0.01%
84,730
+208
939
$174K ﹤0.01%
16,523
-17,155
940
$172K ﹤0.01%
+15,800
941
$171K ﹤0.01%
106,882
+20,827
942
$170K ﹤0.01%
46,047
-48,123
943
$167K ﹤0.01%
+13,090
944
$162K ﹤0.01%
18,500
+2,300
945
$161K ﹤0.01%
55,414
946
$156K ﹤0.01%
776
947
$154K ﹤0.01%
14,200
948
$150K ﹤0.01%
55,710
-39,548
949
$149K ﹤0.01%
19,433
-1,455
950
$149K ﹤0.01%
11,870
36 37
38
39 40