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
426
$4.32M 0.02%
151,236
+34,650
427
$4.32M 0.02%
375,966
-162,166
428
$4.3M 0.02%
436,041
+298,536
429
$4.3M 0.02%
199,352
-224,487
430
$4.28M 0.02%
25,562
+11,739
431
$4.25M 0.02%
515,313
-494,224
432
$4.2M 0.02%
316,760
-6,651
433
$4.13M 0.02%
55,721
-2,402
434
$4.12M 0.02%
+413,266
435
$4.11M 0.02%
25,746
-8,399
436
$4.11M 0.02%
120,218
-2,746
437
$4.1M 0.02%
144,611
-469,922
438
$4.09M 0.02%
228,010
-38,894
439
$4.08M 0.02%
25,020
+8,449
440
$4.08M 0.02%
+43,987
441
$4.05M 0.02%
146,487
-74,504
442
$4.04M 0.02%
198,721
+39,214
443
$4.02M 0.02%
93,274
-21,101
444
$4M 0.02%
65,737
-87,095
445
$3.98M 0.02%
107,784
-152,670
446
$3.97M 0.02%
16,860
-1,045
447
$3.97M 0.02%
29,608
-37,561
448
$3.96M 0.02%
+125,628
449
$3.96M 0.02%
81,412
-67,183
450
$3.94M 0.02%
+808,625
16 17
18
19 20