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
1026
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-391,327
1027
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-60,086
1028
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-73,506
1029
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-62,341
1030
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-1,738,661
1031
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-20,987
1032
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-282,812
1033
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-345,942
1034
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-1,371,633
1035
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-15,404
1036
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-6,673
1037
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-108,068
1038
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-185,406
1039
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-1,675,403
1040
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-74,417
1041
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-7,984
1042
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1043
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1044
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1045
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-42,758
1046
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-64,375
1047
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-32,961
1048
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-21,338
1049
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-11,279
1050
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-563,933
40 41
42
43 44