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
201
$22.7M 0.09%
+220,403
202
$22.5M 0.09%
317,992
-73,404
203
$22M 0.09%
+1,355,002
204
$21.9M 0.09%
+194,595
205
$21.8M 0.09%
780,665
+463,286
206
$21.7M 0.09%
38,999
-108,093
207
$21.3M 0.09%
+268,449
208
$21.3M 0.09%
12,934
+1,308
209
$21.2M 0.09%
908,510
+892,806
210
$21.1M 0.09%
1,152,736
+153,716
211
$20.9M 0.09%
130,470
+107,310
212
$20.9M 0.09%
84,667
+28,087
213
$20.8M 0.09%
1,341,564
+85,684
214
$20.5M 0.08%
190,008
+118,567
215
$20.5M 0.08%
757,749
+745,380
216
$20.3M 0.08%
37,954
+19,150
217
$20.1M 0.08%
586,896
+302,257
218
$20M 0.08%
377,076
+155,376
219
$19.9M 0.08%
743,982
-114,072
220
$19.8M 0.08%
235,647
+192,436
221
$19.6M 0.08%
708,274
+31,867
222
$19.6M 0.08%
1,007,246
+415,214
223
$19.6M 0.08%
+1,236,584
224
$19.4M 0.08%
+182,943
225
$19.2M 0.08%
1,401,917
+123,056
7 8
9
10 11