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
176
$28.6M 0.12%
720,206
+714,820
177
$28.6M 0.12%
1,073,249
-140,460
178
$28.6M 0.12%
1,248,741
+239,668
179
$28.4M 0.12%
4,358,298
+122,718
180
$28.3M 0.12%
870,834
+139,366
181
$27.9M 0.12%
523,922
+87,183
182
$27.3M 0.11%
572,870
+1,107
183
$27.2M 0.11%
428,382
+298,134
184
$26.8M 0.11%
403,800
-53,894
185
$26.3M 0.11%
487,729
+13,619
186
$26.3M 0.11%
1,006,137
+92,212
187
$26.1M 0.11%
634,327
-53,292
188
$26M 0.11%
320,100
-10,455
189
$26M 0.11%
596,209
-515,947
190
$25.8M 0.11%
233,153
+4,156
191
$25.6M 0.11%
1,029,072
+107,799
192
$25.3M 0.1%
+247,573
193
$25.2M 0.1%
978,623
+81,316
194
$25.2M 0.1%
727,247
+56,103
195
$24.5M 0.1%
+580,644
196
$24.2M 0.1%
391,631
+37,656
197
$24.2M 0.1%
435,861
+27,982
198
$24M 0.1%
1,647,050
-169,086
199
$23.8M 0.1%
347,084
-39,225
200
$23.5M 0.1%
+107,511
6 7
8
9 10