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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$201K ﹤0.01%
62,341
927
$199K ﹤0.01%
374,638
-171,854
928
$195K ﹤0.01%
+40,618
929
$194K ﹤0.01%
+21,703
930
$194K ﹤0.01%
+96,510
931
$187K ﹤0.01%
+51,973
932
$186K ﹤0.01%
29,863
933
$184K ﹤0.01%
10,562
-2,998
934
$182K ﹤0.01%
17,003
-19,933
935
$176K ﹤0.01%
15,617
-1,235
936
$170K ﹤0.01%
+41,465
937
$169K ﹤0.01%
11,293
-48,412
938
$169K ﹤0.01%
11,314
+1,278
939
$168K ﹤0.01%
24,611
-83,586
940
$156K ﹤0.01%
+15,728
941
$153K ﹤0.01%
940,301
-187,217
942
$146K ﹤0.01%
+8,854
943
$144K ﹤0.01%
+23,853
944
$136K ﹤0.01%
19,500
+7,032
945
$132K ﹤0.01%
40,068
+29,582
946
$132K ﹤0.01%
19,843
-52,087
947
$130K ﹤0.01%
15,499
-51
948
$115K ﹤0.01%
+21,624
949
$112K ﹤0.01%
17,150
-45,425
950
$111K ﹤0.01%
4,683
-88
36 37
38
39 40