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
$14.9B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$120M
3
+$84.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M
5
META icon
Meta Platforms (Facebook)
META
+$75.3M

Top Sells

1
+$154M
2
+$87.7M
3
+$82.2M
4
CIEN icon
Ciena
CIEN
+$78.7M
5
COR icon
Cencora
COR
+$74.5M

Sector Composition

1 Technology 21.32%
2 Healthcare 14.33%
3 Financials 13.35%
4 Consumer Discretionary 11.36%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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-6,194
1077
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-191,558
1078
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-109,695
1079
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-10,533
1080
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-7,299
1081
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-15,483
1082
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-59,810
1083
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-11,701
1084
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-13,072
1085
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-5,850
1086
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-1,332
1087
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-86,270
1088
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-4,539
1089
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-93,411
1090
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-756,675
1091
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-165,642
1092
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-35,908
1093
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-4,500
1094
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1095
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1096
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1097
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-130,280
1098
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-177,294
1099
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-26,795
1100
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-2,876
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