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
$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 12.85%
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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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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1007
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1008
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-13,744
1009
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-24,776
1010
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-232,632
1011
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-14,103
1012
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-78,580
1013
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-4,274
1014
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-30,545
1015
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1016
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-23,469
1017
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1018
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1019
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-7,558
1020
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-334,976
1021
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1022
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-21,203
1023
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-3,308,277
1024
– –
-51,037
1025
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-475,226
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