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 11%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-14,103
1027
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-78,580
1028
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-4,274
1029
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-30,545
1030
– –
-5,322
1031
– –
-23,469
1032
– –
-475,226
1033
– –
-391,327
1034
– –
-60,086
1035
– –
-73,506
1036
– –
-62,341
1037
– –
-1,738,661
1038
– –
-20,987
1039
– –
-282,812
1040
– –
-345,942
1041
– –
-1,371,633
1042
– –
-108,068
1043
– –
-185,406
1044
– –
-1,675,403
1045
– –
-74,417
1046
– –
-4,592
1047
– –
-32,620
1048
– –
-42,758
1049
– –
-64,375
1050
– –
-32,961
40 41
42
43 44