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
101
$55.4M 0.23%
2,106,670
+52,912
102
$55M 0.23%
612,951
-837,209
103
$54M 0.22%
+655,968
104
$53.7M 0.22%
702,817
+60,952
105
$53.2M 0.22%
416,819
-2,282
106
$53M 0.22%
990,532
-157,747
107
$52.8M 0.22%
443,253
+34,061
108
$52.5M 0.22%
1,715,791
+109,950
109
$51.9M 0.21%
700,150
+75,633
110
$51.5M 0.21%
564,590
+152,499
111
$50.5M 0.21%
182,513
+70,179
112
$50.5M 0.21%
1,711,073
+553,842
113
$50.1M 0.21%
240,586
-117,709
114
$50.1M 0.21%
1,244,140
+24,946
115
$49M 0.2%
862,860
+265,918
116
$48.2M 0.2%
1,499,363
+1,188,013
117
$48.1M 0.2%
340,964
+67,423
118
$47.7M 0.2%
628,622
-37,567
119
$47.5M 0.2%
174,468
+26,604
120
$46.9M 0.19%
3,178,262
+287,475
121
$46.8M 0.19%
871,910
-1,788,790
122
$45.8M 0.19%
4,034,329
+56,946
123
$45.6M 0.19%
287,530
+241,022
124
$45.4M 0.19%
1,219,709
+468,800
125
$44.8M 0.19%
160,464
-180,058
3 4
5
6 7