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
276
$10.2M 0.06%
183,358
+2,482
277
$10.2M 0.06%
150,541
-160,323
278
$10.1M 0.06%
89,966
-26,441
279
$10.1M 0.06%
286,024
-90,362
280
$10M 0.06%
201,330
+191,188
281
$9.9M 0.06%
334,522
-17,061
282
$9.71M 0.06%
380,903
-117,022
283
$9.53M 0.05%
861,801
-61,568
284
$9.46M 0.05%
29,144
-1,464
285
$9.38M 0.05%
51,041
-146,761
286
$9.33M 0.05%
308,182
+29,608
287
$9.26M 0.05%
16,483
-36,210
288
$9.25M 0.05%
1,118,191
-179,155
289
$9.24M 0.05%
720,948
+671,792
290
$9.18M 0.05%
+476,300
291
$9.16M 0.05%
691,900
-380,795
292
$9.09M 0.05%
426,389
-55,499
293
$9.07M 0.05%
1,234,447
-9,335
294
$9.04M 0.05%
648,613
+94,399
295
$8.98M 0.05%
485,633
-5,445
296
$8.93M 0.05%
181,517
-25,661
297
$8.92M 0.05%
680,545
+27,936
298
$8.91M 0.05%
475,667
-296,896
299
$8.88M 0.05%
734,784
-229,309
300
$8.75M 0.05%
639,738
+34,073
10 11
12
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