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
326
$8.54M 0.04%
+317,379
327
$8.54M 0.04%
643,230
+313,951
328
$8.51M 0.04%
195,097
+18,482
329
$8.48M 0.04%
132,136
+98,996
330
$8.42M 0.04%
226,619
-6,459
331
$8.4M 0.04%
380,247
+137,943
332
$8.34M 0.04%
97,097
+5,158
333
$8.24M 0.04%
130,248
+121,130
334
$8.18M 0.04%
148,710
+44,154
335
$8.17M 0.04%
733,173
-78,340
336
$8.17M 0.04%
724,886
+332,197
337
$7.98M 0.04%
524,861
+120,699
338
$7.97M 0.04%
237,327
-1,408
339
$7.97M 0.04%
+46,508
340
$7.91M 0.04%
713,621
+671,521
341
$7.88M 0.04%
33,186
+154
342
$7.71M 0.03%
55,852
-746,827
343
$7.7M 0.03%
108,595
-842
344
$7.67M 0.03%
113,541
-9,600
345
$7.67M 0.03%
763,482
+89,215
346
$7.6M 0.03%
27,651
-21,710
347
$7.57M 0.03%
20,648
+19,143
348
$7.54M 0.03%
716,482
+348,441
349
$7.54M 0.03%
411,372
+328,404
350
$7.52M 0.03%
531,770
-28,742
12 13
14
15 16