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
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-11,189
1002
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1003
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-46,617
1004
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-251,085
1005
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1006
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-370,224
1007
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-36,789
1008
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-331,718
1009
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-182,549
1010
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-25,264
1011
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-8,839
1012
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-14,373
1013
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1014
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-65,558
1015
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-257,411
1016
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-59,497
1017
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-107,762
1018
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1019
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-47,485
1020
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-293,584
1021
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-15,184
1022
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-41,691
1023
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-1,789
1024
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-12,494
1025
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-95,039
39 40
41
42 43