Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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 12.77%
4 Industrials 11.01%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-720,122
977
– –
-9,029
978
– –
-19,102
979
– –
-46,622
980
– –
-29,829
981
– –
-56,901
982
– –
-166,247
983
– –
-763,482
984
– –
-2,854
985
– –
-1,035,486
986
– –
-161,931
987
– –
-2,443
988
– –
-148,938
989
– –
-93,216
990
– –
-15,617
991
– –
-102,565
992
– –
-14,864
993
– –
-77,493
994
– –
-51,973
995
– –
-20,472
996
– –
-48,874
997
– –
-43,114
998
– –
-44,087
999
– –
-40,983
1000
– –
-13,744
38 39
40
41 42