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
1001
– –
-24,776
1002
– –
-232,632
1003
– –
-14,103
1004
– –
-78,580
1005
– –
-4,274
1006
– –
-30,545
1007
– –
-5,322
1008
– –
-23,469
1009
– –
-14,762
1010
– –
-15,505
1011
– –
-7,558
1012
– –
-334,976
1013
– –
-57,076
1014
– –
-21,203
1015
– –
-3,308,277
1016
– –
-51,037
1017
– –
-475,226
1018
– –
-391,327
1019
– –
-60,086
1020
– –
-73,506
1021
– –
-62,341
1022
– –
-1,738,661
1023
– –
-20,987
1024
– –
-282,812
1025
– –
-345,942
39 40
41
42 43