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
301
$8.7M 0.05%
281,589
-114,691
302
$8.7M 0.05%
493,475
-19,390
303
$8.69M 0.05%
338,732
+244,442
304
$8.58M 0.05%
229,415
-21,364
305
$8.52M 0.05%
135,915
+35,809
306
$8.44M 0.05%
729,046
+22,688
307
$8.27M 0.05%
45,436
+13,275
308
$8.18M 0.05%
151,524
-10,361
309
$8.14M 0.05%
1,155,723
-878,620
310
$7.91M 0.05%
362,644
+83,492
311
$7.85M 0.05%
358,412
-64,610
312
$7.75M 0.04%
612,058
-149,989
313
$7.75M 0.04%
710,469
-185,463
314
$7.74M 0.04%
+1,609,694
315
$7.67M 0.04%
+131,913
316
$7.64M 0.04%
24,563
-169,785
317
$7.57M 0.04%
501,033
+860
318
$7.57M 0.04%
342,340
+5,982
319
$7.54M 0.04%
221,650
-286,435
320
$7.52M 0.04%
107,016
+3,637
321
$7.49M 0.04%
202,770
-27,081
322
$7.43M 0.04%
347,348
+893
323
$7.41M 0.04%
254,999
-10,054
324
$7.36M 0.04%
53,746
+20,537
325
$7.34M 0.04%
+195,460
11 12
13
14 15