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
451
$4.4M 0.02%
432,666
+325
452
$4.39M 0.02%
199,369
+100,591
453
$4.31M 0.02%
30,797
-23,236
454
$4.3M 0.02%
+967,755
455
$4.2M 0.02%
559,442
-86,329
456
$4.19M 0.02%
587,281
-2,173
457
$4.12M 0.02%
232,632
-251,047
458
$4.1M 0.02%
67,518
-374
459
$4.09M 0.02%
1,395,678
+671,391
460
$4.09M 0.02%
+1,794,304
461
$4.09M 0.02%
315,483
-23,559
462
$4.08M 0.02%
+466,125
463
$4.08M 0.02%
12,311
-1,844
464
$4.07M 0.02%
110,609
-2,304
465
$4.05M 0.02%
648,389
-199,516
466
$4.03M 0.02%
686,040
-156,261
467
$3.99M 0.02%
5,235
-407
468
$3.99M 0.02%
105,932
+5,605
469
$3.97M 0.02%
240,071
-226,874
470
$3.96M 0.02%
+586,746
471
$3.96M 0.02%
148,410
-3,344
472
$3.93M 0.02%
800,475
-70,826
473
$3.93M 0.02%
78,767
-724
474
$3.92M 0.02%
283,355
+181,528
475
$3.91M 0.02%
+24,602
17 18
19
20 21