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

Top Buys

1
+$138M
2
+$120M
3
+$84.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M
5
META icon
Meta Platforms (Facebook)
META
+$75.3M

Top Sells

1
+$154M
2
+$87.7M
3
+$82.2M
4
CIEN icon
Ciena
CIEN
+$78.7M
5
COR icon
Cencora
COR
+$74.5M

Sector Composition

1 Technology 21.32%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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1004
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1005
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1006
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-420,702
1007
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-397,653
1008
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-1,523,248
1009
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-19,741
1010
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-10,889
1011
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-14,758
1012
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1013
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-40,812
1014
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1015
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-14,069
1016
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1017
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-5,604
1018
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-325,270
1019
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1020
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1021
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1022
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-24,771
1023
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-310,594
1024
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-2,492,294
1025
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-57,941
39 40
41
42 43