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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$123M
3
+$80.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.5M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Top Sells

1
+$162M
2
+$90.2M
3
+$87.7M
4
COR icon
Cencora
COR
+$74.5M
5
CIEN icon
Ciena
CIEN
+$72.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$233K ﹤0.01%
+5,786
952
$231K ﹤0.01%
+4,227
953
$222K ﹤0.01%
+26,246
954
$220K ﹤0.01%
7,361
-18,228
955
$219K ﹤0.01%
+4,520
956
$219K ﹤0.01%
3,796
-80,518
957
$219K ﹤0.01%
6,292
-99
958
$217K ﹤0.01%
+4,300
959
$215K ﹤0.01%
+1,540
960
$214K ﹤0.01%
5,966
961
$213K ﹤0.01%
+17,105
962
$209K ﹤0.01%
+3,221
963
$205K ﹤0.01%
+11,808
964
$203K ﹤0.01%
+10,527
965
$201K ﹤0.01%
+2,112
966
$201K ﹤0.01%
+5,792
967
$200K ﹤0.01%
+33,405
968
$187K ﹤0.01%
12,159
969
$186K ﹤0.01%
10,134
-1,611,109
970
$166K ﹤0.01%
55,713
971
$166K ﹤0.01%
63,577
-116,802
972
$164K ﹤0.01%
+19,508
973
$161K ﹤0.01%
11,892
-23,716
974
$157K ﹤0.01%
12,261
-1,766
975
$151K ﹤0.01%
11,393
-153
37 38
39
40 41