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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$37.7M
3
+$37.3M
4
MA icon
Mastercard
MA
+$34.5M
5
PSX icon
Phillips 66
PSX
+$32.3M

Top Sells

1
+$34M
2
+$30.7M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$19.3M

Sector Composition

1 Technology 20.3%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.57%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.3M 0.17%
257,966
-274
152
$12.2M 0.17%
121,328
+5,375
153
$12.1M 0.17%
49,021
-6,916
154
$12.1M 0.17%
375,518
-4,860
155
$12M 0.17%
177,410
+9,500
156
$12M 0.17%
264,355
+131,767
157
$11.8M 0.17%
305,685
+32,666
158
$11.7M 0.17%
182,744
-12,558
159
$11.7M 0.17%
571,151
-59,416
160
$11.6M 0.17%
374,802
-132,577
161
$11.6M 0.16%
127,093
+61,066
162
$11.5M 0.16%
205,717
+60,689
163
$11.4M 0.16%
372,427
-43,965
164
$11.4M 0.16%
158,978
-180,825
165
$11.3M 0.16%
38,278
-2,642
166
$11.2M 0.16%
185,481
+59,405
167
$10.8M 0.15%
376,066
+67,919
168
$10.8M 0.15%
177,406
-12,556
169
$10.7M 0.15%
811,497
-96,075
170
$10.7M 0.15%
80,060
+61,224
171
$10.7M 0.15%
282,852
+70,997
172
$10.6M 0.15%
154,859
-201,545
173
$10.6M 0.15%
161,211
-11,080
174
$10.5M 0.15%
206,453
-21,471
175
$10.4M 0.15%
83,486
+890
5 6
7
8 9