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
301
$9.89M 0.04%
276,652
-24,959
302
$9.87M 0.04%
315,185
+21,771
303
$9.77M 0.04%
182,155
+3,004
304
$9.77M 0.04%
187,882
-323,439
305
$9.69M 0.04%
103,932
+612
306
$9.63M 0.04%
367,762
-2,466
307
$9.58M 0.04%
35,639
-203
308
$9.56M 0.04%
204,176
-1,779
309
$9.52M 0.04%
1,350,298
+12,546
310
$9.45M 0.04%
708,126
+334,865
311
$9.4M 0.04%
399,576
-1,090
312
$9.4M 0.04%
586,131
-6,987
313
$9.25M 0.04%
188,976
-113,358
314
$9.24M 0.04%
90,352
+75,435
315
$9.19M 0.04%
18,804
+5,079
316
$9.18M 0.04%
405,835
-339,227
317
$9.15M 0.04%
77,817
-8,007
318
$9.12M 0.04%
756,438
+269,604
319
$9.01M 0.04%
808,772
-10,772
320
$9M 0.04%
+478,605
321
$8.81M 0.04%
69,286
-337
322
$8.67M 0.04%
1,124,685
-593,513
323
$8.66M 0.04%
139,421
-144,078
324
$8.62M 0.04%
11,074
+8,651
325
$8.56M 0.04%
194,985
-13,530
11 12
13
14 15