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
351
$7.5M 0.03%
131,084
+14,589
352
$7.48M 0.03%
286,857
-139,128
353
$7.44M 0.03%
234,880
-1,720
354
$7.44M 0.03%
365,925
-40,367
355
$7.43M 0.03%
46,060
+23,414
356
$7.43M 0.03%
475,226
+358,062
357
$7.42M 0.03%
471,977
+47,936
358
$7.39M 0.03%
43,934
+5,150
359
$7.3M 0.03%
339,369
-31,919
360
$7.1M 0.03%
19,388
-61,637
361
$7.08M 0.03%
61,307
-653
362
$7.03M 0.03%
563,933
-16,598
363
$7.02M 0.03%
619,640
-39,922
364
$7M 0.03%
346,235
-3,515
365
$6.97M 0.03%
137,960
-1,103
366
$6.97M 0.03%
541,789
-4,371
367
$6.96M 0.03%
434,461
+38,673
368
$6.91M 0.03%
98,020
-422
369
$6.88M 0.03%
504,545
-30,116
370
$6.78M 0.03%
+71,441
371
$6.78M 0.03%
429,630
-16,348
372
$6.68M 0.03%
174,335
+44,930
373
$6.66M 0.03%
882,390
-6,300
374
$6.6M 0.03%
707,142
-18,261
375
$6.54M 0.03%
148,463
-8,167
13 14
15
16 17