Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$120M
3
+$84.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M
5
META icon
Meta Platforms (Facebook)
META
+$75.3M

Top Sells

1
+$154M
2
+$87.7M
3
+$82.2M
4
CIEN icon
Ciena
CIEN
+$78.7M
5
COR icon
Cencora
COR
+$74.5M

Sector Composition

1 Technology 21.32%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$293K ﹤0.01%
26,086
-123
927
$287K ﹤0.01%
7,736
+1,279
928
$285K ﹤0.01%
12,805
-1,934
929
$284K ﹤0.01%
6,423
-2,056
930
$284K ﹤0.01%
10,901
-574
931
$281K ﹤0.01%
+4,202
932
$280K ﹤0.01%
5,089
-98,300
933
$276K ﹤0.01%
8,749
-5,658
934
$272K ﹤0.01%
+6,847
935
$270K ﹤0.01%
+1,260
936
$266K ﹤0.01%
5,072
937
$266K ﹤0.01%
+8,248
938
$261K ﹤0.01%
+15,071
939
$259K ﹤0.01%
+10,513
940
$256K ﹤0.01%
20,536
-2,540
941
$255K ﹤0.01%
9,544
-1,022
942
$249K ﹤0.01%
27,628
-348
943
$247K ﹤0.01%
4,579
-325
944
$246K ﹤0.01%
10,420
-86,012
945
$242K ﹤0.01%
34,804
-189,058
946
$239K ﹤0.01%
+20,537
947
$237K ﹤0.01%
2,338
+52
948
$235K ﹤0.01%
+2,792
949
$234K ﹤0.01%
5,014
-60
950
$234K ﹤0.01%
+15,888
36 37
38
39 40