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
976
– –
-20,057
977
– –
-830,955
978
– –
-98,858
979
– –
-10,469
980
– –
-10,450
981
– –
-22,546
982
– –
-11,109
983
– –
-63,402
984
– –
-25,247
985
– –
-1,201
986
– –
-19,388
987
– –
-67,156
988
– –
-72,219
989
– –
-29,403
990
– –
-114,552
991
– –
-720,122
992
– –
-9,029
993
– –
-19,102
994
– –
-46,622
995
– –
-29,829
996
– –
-56,901
997
– –
-166,247
998
– –
-763,482
999
– –
-2,854
1000
– –
-1,035,486
38 39
40
41 42