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
$24.2B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$148M
3
+$143M
4
META icon
Meta Platforms (Facebook)
META
+$123M
5
INTU icon
Intuit
INTU
+$120M

Top Sells

1
+$134M
2
+$112M
3
+$103M
4
NVDA icon
NVIDIA
NVDA
+$94.9M
5
SCHW icon
Charles Schwab
SCHW
+$93.6M

Sector Composition

1 Technology 31.44%
2 Financials 13.67%
3 Consumer Discretionary 12.85%
4 Industrials 11%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$155K ﹤0.01%
53,052
-377,038
927
$151K ﹤0.01%
+23,963
928
$141K ﹤0.01%
+10,618
929
$133K ﹤0.01%
16,497
930
$131K ﹤0.01%
+15,226
931
$127K ﹤0.01%
10,989
-10,467
932
$118K ﹤0.01%
22,266
-27,951
933
$101K ﹤0.01%
+31,930
934
$93.4K ﹤0.01%
+13,497
935
$75.1K ﹤0.01%
31,308
+1,030
936
$69.5K ﹤0.01%
+13,500
937
$67.7K ﹤0.01%
+17,761
938
$62.9K ﹤0.01%
74,783
-529,076
939
$59.3K ﹤0.01%
+56,971
940
$50.6K ﹤0.01%
+15,287
941
$47.5K ﹤0.01%
20,044
-5,174
942
$45.2K ﹤0.01%
1,559
+130
943
$42.7K ﹤0.01%
29,417
-32,801
944
$36.5K ﹤0.01%
11,890
-100,355
945
$28.5K ﹤0.01%
10,015
-54,561
946
$27K ﹤0.01%
10,583
-283,358
947
– –
-64,375
948
– –
-32,961
949
– –
-21,338
950
– –
-11,279
36 37
38
39 40