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
326
$7.23M 0.04%
+316,419
327
$7.17M 0.04%
711,942
-137,202
328
$7.06M 0.04%
195,320
+10,604
329
$7.05M 0.04%
111,531
-15,321
330
$6.92M 0.04%
93,001
-76,074
331
$6.88M 0.04%
104,546
+36,950
332
$6.8M 0.04%
267,641
-14,234
333
$6.67M 0.04%
1,208,678
+170,514
334
$6.66M 0.04%
431,531
+52,739
335
$6.61M 0.04%
138,574
-5,912
336
$6.61M 0.04%
437,963
-46,374
337
$6.61M 0.04%
450,632
-3,356
338
$6.5M 0.04%
211,945
-51,135
339
$6.49M 0.04%
490,380
-24,545
340
$6.46M 0.04%
259,951
341
$6.45M 0.04%
26,600
-9,800
342
$6.41M 0.04%
395,239
-141,577
343
$6.39M 0.04%
+368,382
344
$6.36M 0.04%
23,100
-9,100
345
$6.35M 0.04%
226,189
-642,750
346
$6.35M 0.04%
275,806
-305,728
347
$6.33M 0.04%
672,497
-90,150
348
$6.28M 0.04%
112,547
-3,869
349
$6.28M 0.04%
103,663
+10,384
350
$6.24M 0.04%
+390,953
12 13
14
15 16