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
376
$6.45M 0.03%
1,184,939
+237,739
377
$6.43M 0.03%
573,722
-469,792
378
$6.39M 0.03%
434,413
+184,086
379
$6.3M 0.03%
144,098
+6,845
380
$6.27M 0.03%
111,560
-193,085
381
$6.25M 0.03%
282,812
-22,681
382
$6.25M 0.03%
178,481
-10,965
383
$6.21M 0.03%
495,905
-22,755
384
$6.19M 0.03%
71,147
-229
385
$6.17M 0.03%
+55,840
386
$6.16M 0.03%
292,341
-402,843
387
$6.13M 0.03%
4,678,037
+461,264
388
$6.1M 0.03%
181,192
-1,878
389
$6.04M 0.03%
1,069,522
+729,239
390
$5.98M 0.03%
262,078
+28,207
391
$5.9M 0.03%
100,112
-358,710
392
$5.88M 0.03%
+1,371,633
393
$5.87M 0.03%
99,131
-13,879
394
$5.85M 0.03%
2,623,948
-15,158
395
$5.84M 0.03%
153,201
+28,054
396
$5.83M 0.03%
1,419,560
-10,290
397
$5.8M 0.03%
175,712
+2,161
398
$5.77M 0.03%
+184,928
399
$5.74M 0.03%
305,348
-597,679
400
$5.71M 0.03%
927,510
+353,681
14 15
16
17 18