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
151
$34.4M 0.14%
342,566
+52,865
152
$34M 0.14%
780,682
-133,104
153
$34M 0.14%
482,918
+67,152
154
$33.7M 0.14%
88,404
-29,688
155
$33.5M 0.14%
314,724
+8,117
156
$32.9M 0.14%
794,311
+28,793
157
$32.7M 0.14%
1,708,789
-2,659,463
158
$32.6M 0.13%
3,219,418
-1,255,912
159
$31.1M 0.13%
718,463
+68,046
160
$31.1M 0.13%
199,096
+21,566
161
$31.1M 0.13%
297,683
-213,515
162
$30.9M 0.13%
285,188
-260,513
163
$30.7M 0.13%
559,016
+260,395
164
$30.6M 0.13%
1,171,665
+78,286
165
$30.6M 0.13%
1,206,143
+43,881
166
$30.2M 0.12%
140,349
+9,469
167
$30.1M 0.12%
1,578,533
-93,370
168
$29.9M 0.12%
63,010
+58,350
169
$29.7M 0.12%
1,229,293
+325,467
170
$29.5M 0.12%
135,799
-4,134
171
$29.4M 0.12%
2,066,850
-407,059
172
$29.2M 0.12%
1,760,469
+89,276
173
$29.1M 0.12%
842,085
+531,480
174
$28.8M 0.12%
355,508
+47,714
175
$28.6M 0.12%
206,779
+19,183
5 6
7
8 9