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
1076
– –
-175,712
1077
– –
-1,794,304
1078
– –
-59,399
1079
– –
-4,592
1080
– –
-32,620
1081
– –
-42,758
40 41 42 43
44