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
$22.4B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$138M
3
+$133M
4
MRK icon
Merck
MRK
+$128M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$116M

Top Sells

1
+$189M
2
+$139M
3
+$103M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
EW icon
Edwards Lifesciences
EW
+$93.4M

Sector Composition

1 Technology 31.45%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.3M 0.08%
461,773
-12,169
227
$17.2M 0.08%
+1,442,097
228
$17.1M 0.08%
720,122
-27,719
229
$16.9M 0.08%
429,438
+21,503
230
$16.8M 0.08%
438,180
+424,168
231
$16.6M 0.07%
496,383
-78,116
232
$16.6M 0.07%
1,402,571
-63,858
233
$16.2M 0.07%
161,931
+15,859
234
$16.1M 0.07%
74,417
-12,378
235
$15.9M 0.07%
1,255,275
-420,065
236
$15.7M 0.07%
276,254
-2,883
237
$15.6M 0.07%
271,759
-4,850
238
$15.4M 0.07%
364,173
+22,581
239
$15.2M 0.07%
812,215
-72,886
240
$15.1M 0.07%
490,880
-29,625
241
$15M 0.07%
49,345
+8,689
242
$14.7M 0.07%
103,550
-3,414
243
$14.7M 0.07%
1,999,822
-616,998
244
$14.6M 0.07%
521,950
-4,769
245
$14.6M 0.07%
396,497
-16,195
246
$14.6M 0.07%
2,994,866
-201,506
247
$14.5M 0.06%
2,173,004
+445,486
248
$14.4M 0.06%
1,249,327
-11,407
249
$14.2M 0.06%
137,720
-908
250
$14.2M 0.06%
1,035,636
-5,376
8 9
10
11 12