Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$176M
2
+$145M
3
+$132M
4
EW icon
Edwards Lifesciences
EW
+$120M
5
MPC icon
Marathon Petroleum
MPC
+$92.4M

Top Sells

1
+$210M
2
+$203M
3
+$150M
4
EXPD icon
Expeditors International
EXPD
+$91M
5
ADBE icon
Adobe
ADBE
+$78.6M

Sector Composition

1 Technology 31.35%
2 Consumer Discretionary 13.64%
3 Healthcare 12.96%
4 Financials 11.53%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.21M 0.04%
37,782
+10,183
352
$6.18M 0.04%
597,564
-413,125
353
$6.18M 0.04%
51,149
-458
354
$6.13M 0.04%
104,400
+369
355
$6.12M 0.04%
377,643
+178,348
356
$6.11M 0.04%
49,287
+11,105
357
$6.02M 0.03%
23,027
+11,711
358
$5.98M 0.03%
775,138
+112,623
359
$5.96M 0.03%
530,480
-63,706
360
$5.96M 0.03%
296,343
-16,346
361
$5.93M 0.03%
189,289
-3,279
362
$5.92M 0.03%
26,674
-13,715
363
$5.88M 0.03%
+692,024
364
$5.84M 0.03%
139,403
+94,943
365
$5.82M 0.03%
225,316
-50,830
366
$5.72M 0.03%
328,726
-49,340
367
$5.69M 0.03%
61,699
-2,088
368
$5.64M 0.03%
265,623
+108,367
369
$5.63M 0.03%
123,952
+18,192
370
$5.58M 0.03%
88,491
+12,701
371
$5.54M 0.03%
66,786
-35,433
372
$5.53M 0.03%
140,273
+1,625
373
$5.52M 0.03%
244,617
-20,938
374
$5.49M 0.03%
+223,925
375
$5.49M 0.03%
132,916
-26,526
13 14
15
16 17