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 12.85%
4 Industrials 10.87%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-15,880
1002
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-139,421
1003
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-39,367
1004
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-18,994
1005
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-14,864
1006
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-77,493
1007
– –
-51,973
1008
– –
-20,472
1009
– –
-48,874
1010
– –
-43,114
1011
– –
-44,087
1012
– –
-40,983
1013
– –
-13,744
1014
– –
-24,776
1015
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-232,632
1016
– –
-14,103
1017
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-78,580
1018
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-4,274
1019
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-30,545
1020
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-334,976
1021
– –
-57,076
1022
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-21,203
1023
– –
-3,308,277
1024
– –
-51,037
1025
– –
-475,226
39 40
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