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
251
$14.2M 0.06%
56,580
+6,018
252
$14M 0.06%
19,102
-2,906
253
$13.9M 0.06%
1,675,403
-8,896
254
$13.9M 0.06%
558,286
-63,919
255
$13.7M 0.06%
87,012
+12,186
256
$13.5M 0.06%
+230,841
257
$13.4M 0.06%
195,047
+52,036
258
$13.4M 0.06%
109,993
+78,410
259
$13.1M 0.06%
23,366
+375
260
$13.1M 0.06%
1,486,420
-423,533
261
$13M 0.06%
199,911
+152,719
262
$13M 0.06%
632,491
-150,634
263
$12.9M 0.06%
1,181,224
+70,685
264
$12.7M 0.06%
139,882
+1,190
265
$12.6M 0.06%
1,386,283
-1,232,656
266
$12.5M 0.06%
43,152
-55,457
267
$12.4M 0.06%
1,246,556
+55,844
268
$12.4M 0.06%
258,220
+298
269
$12.2M 0.05%
125,182
-449
270
$12.2M 0.05%
1,150,972
+92,363
271
$12M 0.05%
152,699
+111,208
272
$12M 0.05%
310,605
+244,384
273
$11.8M 0.05%
202,358
-28,222
274
$11.8M 0.05%
531,902
-4,885
275
$11.8M 0.05%
29,517
-710
9 10
11
12 13