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
401
$5.7M 0.03%
51,834
+22,064
402
$5.68M 0.03%
391,327
-255,053
403
$5.66M 0.03%
336,736
+122,249
404
$5.64M 0.03%
22,870
-68,366
405
$5.61M 0.03%
199,524
-16,777
406
$5.61M 0.03%
628,503
+2,501
407
$5.57M 0.02%
+226,654
408
$5.56M 0.02%
738,501
-5,136
409
$5.56M 0.02%
922,799
+128,515
410
$5.54M 0.02%
69,998
-149
411
$5.51M 0.02%
148,945
-37,365
412
$5.5M 0.02%
188,347
+35,996
413
$5.44M 0.02%
437,653
+126,832
414
$5.43M 0.02%
496,830
+14,649
415
$5.41M 0.02%
111,492
+2,820
416
$5.38M 0.02%
+32,961
417
$5.34M 0.02%
974,327
+848,461
418
$5.28M 0.02%
320,012
-53,269
419
$5.24M 0.02%
56,701
-43,668
420
$5.23M 0.02%
878,039
+776,608
421
$5.2M 0.02%
394,820
+137,604
422
$5.19M 0.02%
88,304
-11,276
423
$5.18M 0.02%
186,124
-1,105
424
$5.16M 0.02%
264,672
+16,684
425
$5.13M 0.02%
65,805
+21,644
15 16
17
18 19