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
$17.4B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$157M
3
+$138M
4
EW icon
Edwards Lifesciences
EW
+$130M
5
NVDA icon
NVIDIA
NVDA
+$116M

Top Sells

1
+$251M
2
+$203M
3
+$157M
4
EXPD icon
Expeditors International
EXPD
+$97M
5
ADBE icon
Adobe
ADBE
+$95.4M

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 13.64%
3 Healthcare 12.96%
4 Financials 11.53%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.9M 0.09%
393,135
-61,863
227
$15.8M 0.09%
152,905
+76,584
228
$15.6M 0.09%
674,782
+570,478
229
$15.5M 0.09%
381,116
+263,234
230
$15.5M 0.09%
136,940
+101,095
231
$15.4M 0.09%
240,273
+105,941
232
$15.1M 0.09%
177,460
-10,423
233
$15M 0.09%
393,284
-20,202
234
$14.9M 0.09%
533,925
+147,721
235
$14.9M 0.09%
193,477
+99,805
236
$14.8M 0.09%
142,232
-3,973
237
$14.6M 0.08%
375,508
-134,433
238
$14.6M 0.08%
362,325
-256,817
239
$14.5M 0.08%
138,341
+28,329
240
$14.2M 0.08%
+275,075
241
$14M 0.08%
1,092,974
+69,305
242
$14M 0.08%
345,172
+340,372
243
$13.6M 0.08%
+437,449
244
$13.5M 0.08%
1,303,587
-53,792
245
$13.2M 0.08%
248,312
-5,062
246
$13M 0.07%
82,099
+59,744
247
$12.9M 0.07%
1,034,033
-185,662
248
$12.6M 0.07%
528,075
-21,642
249
$12.5M 0.07%
139,752
+82,863
250
$12.5M 0.07%
278,389
+63,291
8 9
10
11 12