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
126
$44.8M 0.19%
1,388,416
+35,993
127
$44.7M 0.18%
367,451
-20,820
128
$44.2M 0.18%
865,163
-57,846
129
$42.5M 0.18%
96,435
-2,790
130
$41.1M 0.17%
137,555
-23,990
131
$41M 0.17%
463,218
+126,411
132
$40.5M 0.17%
378,322
+33,309
133
$40M 0.17%
318,803
+36,501
134
$39.7M 0.16%
+2,231,381
135
$39.6M 0.16%
389,625
+77,426
136
$39.4M 0.16%
411,455
+321,103
137
$38.8M 0.16%
387,826
+12,233
138
$38.4M 0.16%
861,046
+375,933
139
$37.7M 0.16%
97,866
-6,279
140
$37.1M 0.15%
377,396
-280,130
141
$36.9M 0.15%
1,903,970
+185,030
142
$36.6M 0.15%
1,259,810
-430,713
143
$36.6M 0.15%
1,052,469
+187,955
144
$36.4M 0.15%
240,987
+13,059
145
$36.2M 0.15%
920,732
+482,552
146
$36.1M 0.15%
517,615
+141,431
147
$36M 0.15%
251,829
-16,863
148
$35.5M 0.15%
+345,258
149
$35.5M 0.15%
170,007
+43,706
150
$35.1M 0.15%
+42,682
4 5
6
7 8