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
401
$4.72M 0.03%
145,433
-11,528
402
$4.71M 0.03%
72,393
-259
403
$4.69M 0.03%
113,938
-158,393
404
$4.68M 0.03%
261,855
-18,678
405
$4.67M 0.03%
190,271
-6,670
406
$4.64M 0.03%
157,086
-19,620
407
$4.62M 0.03%
+26,616
408
$4.62M 0.03%
378,134
-18,153
409
$4.61M 0.03%
+102,266
410
$4.61M 0.03%
357,116
-20,237
411
$4.6M 0.03%
153,246
+321
412
$4.59M 0.03%
439,689
+217,252
413
$4.58M 0.03%
+1,190,362
414
$4.53M 0.03%
39,508
-7,236
415
$4.51M 0.03%
1,133,433
+242,103
416
$4.51M 0.03%
+79,832
417
$4.5M 0.03%
318,530
-59,731
418
$4.49M 0.03%
552,857
-27,157
419
$4.44M 0.03%
382,608
-437,257
420
$4.44M 0.03%
65,416
-10,417
421
$4.43M 0.03%
383,852
+25,655
422
$4.4M 0.03%
+253,148
423
$4.39M 0.03%
1,105,588
+819,501
424
$4.38M 0.03%
68,222
-134,804
425
$4.36M 0.03%
164,750
+11,366
15 16
17
18 19