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 12.86%
4 Industrials 10.87%
5 Healthcare 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-4,274
1027
– –
-30,545
1028
– –
-5,322
1029
– –
-23,469
1030
– –
-14,762
1031
– –
-15,505
1032
– –
-7,558
1033
– –
-334,976
1034
– –
-57,076
1035
– –
-21,203
1036
– –
-3,308,277
1037
– –
-51,037
1038
– –
-475,226
1039
– –
-391,327
1040
– –
-60,086
1041
– –
-73,506
1042
– –
-62,341
1043
– –
-1,738,661
1044
– –
-20,987
1045
– –
-282,812
1046
– –
-345,942
1047
– –
-1,371,633
1048
– –
-15,404
1049
– –
-6,673
1050
– –
-108,068
40 41
42
43 44