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
426
$5.02M 0.02%
31,438
-1,127
427
$5.01M 0.02%
354,326
+61,975
428
$5M 0.02%
557,971
+163,951
429
$5M 0.02%
190,103
+33,754
430
$4.93M 0.02%
263,525
+25,906
431
$4.91M 0.02%
+174,876
432
$4.82M 0.02%
203,356
-465
433
$4.81M 0.02%
232,114
-401,982
434
$4.81M 0.02%
535,778
-28,041
435
$4.8M 0.02%
437,531
+378,819
436
$4.79M 0.02%
334,976
-98,344
437
$4.78M 0.02%
302,765
+85,170
438
$4.77M 0.02%
512,968
+302,257
439
$4.75M 0.02%
689,432
-272,502
440
$4.73M 0.02%
410,892
+23,852
441
$4.67M 0.02%
220,848
+80,384
442
$4.65M 0.02%
141,138
+26,422
443
$4.61M 0.02%
70,856
-10
444
$4.61M 0.02%
+208,227
445
$4.61M 0.02%
106,717
+87,012
446
$4.55M 0.02%
196,392
-1,766
447
$4.51M 0.02%
54,929
+29,167
448
$4.51M 0.02%
+21,018
449
$4.45M 0.02%
194,336
-2,421
450
$4.41M 0.02%
709,480
-56,916
16 17
18
19 20