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
251
$12.2M 0.07%
140,279
-5,560
252
$12M 0.07%
855,275
-22,862
253
$12M 0.07%
143,267
+16,555
254
$11.9M 0.07%
2,824,456
-74,557
255
$11.8M 0.07%
224,265
-41,998
256
$11.7M 0.07%
447,965
-7,798
257
$11.7M 0.07%
+174,833
258
$11.6M 0.07%
1,149,350
-67,248
259
$11.6M 0.07%
921,487
+13,097
260
$11.4M 0.07%
325,533
-33,454
261
$11.3M 0.07%
598,904
+175,404
262
$11.2M 0.06%
560,898
-71,480
263
$11.1M 0.06%
+619,536
264
$11.1M 0.06%
2,685,299
-53,690
265
$11.1M 0.06%
2,335,118
+991,489
266
$11M 0.06%
232,226
-1,622
267
$10.8M 0.06%
877,082
-122,874
268
$10.7M 0.06%
417,183
-332,089
269
$10.7M 0.06%
364,706
+318,785
270
$10.6M 0.06%
463,327
-17,871
271
$10.6M 0.06%
35,847
+233
272
$10.5M 0.06%
+147,470
273
$10.5M 0.06%
227,087
-170,427
274
$10.4M 0.06%
907,333
-53,444
275
$10.3M 0.06%
274,022
-515,705
9 10
11
12 13