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

Top Buys

1
+$193M
2
+$153M
3
+$141M
4
META icon
Meta Platforms (Facebook)
META
+$127M
5
INTU icon
Intuit
INTU
+$127M

Top Sells

1
+$143M
2
+$117M
3
+$116M
4
MA icon
Mastercard
MA
+$109M
5
HPQ icon
HP
HPQ
+$99M

Sector Composition

1 Technology 31.44%
2 Financials 13.67%
3 Consumer Discretionary 12.86%
4 Industrials 10.87%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76.5M 0.32%
669,485
+59,551
77
$76M 0.31%
603,091
+63,960
78
$74.6M 0.31%
1,102,362
+694,080
79
$71.6M 0.3%
388,170
-41,145
80
$71.5M 0.3%
1,117,820
+283,373
81
$70.8M 0.29%
648,498
+117,822
82
$70.6M 0.29%
5,628,765
-6,661,439
83
$70.5M 0.29%
1,177,701
+381,895
84
$69M 0.29%
488,376
+463,774
85
$68.8M 0.28%
3,023,384
+772,858
86
$67.4M 0.28%
2,340,598
+2,327,776
87
$66.4M 0.27%
968,172
+450,402
88
$66.1M 0.27%
892,719
+141,078
89
$65.7M 0.27%
3,119,936
+1,945,857
90
$65M 0.27%
925,857
+27,270
91
$64.1M 0.26%
861,046
+482,785
92
$63.2M 0.26%
3,039,092
-150,713
93
$63M 0.26%
2,380,986
+6,406
94
$62.3M 0.26%
450,252
+70,095
95
$61.1M 0.25%
965,546
-49,093
96
$58.4M 0.24%
+227,262
97
$57.1M 0.24%
583,085
-87,972
98
$56.7M 0.23%
+419,472
99
$56.7M 0.23%
2,521,183
+115,234
100
$56.3M 0.23%
299,539
+8,297
2 3
4
5 6