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
26
$133M 0.76%
1,136,828
+794,684
27
$126M 0.73%
1,156,516
+3,017
28
$117M 0.67%
883,744
+175,974
29
$115M 0.66%
2,540,510
+379,094
30
$112M 0.64%
4,191,294
+373,410
31
$110M 0.64%
1,771,734
+103,516
32
$110M 0.63%
2,058,362
+1,402,148
33
$104M 0.6%
1,924,436
-1,070,411
34
$103M 0.6%
944,073
+210,420
35
$102M 0.59%
3,903,819
-15,741
36
$101M 0.58%
207,401
-195,080
37
$99.8M 0.58%
993,809
-26,762
38
$97.9M 0.56%
666,378
-51,955
39
$95.6M 0.55%
207,746
-18,284
40
$95.6M 0.55%
665,644
+29,644
41
$93.1M 0.54%
209,438
+117,169
42
$90.9M 0.52%
692,040
-65,512
43
$88.6M 0.51%
1,546,432
-452,543
44
$85M 0.49%
612,790
-24,486
45
$82.6M 0.48%
274,052
+54,307
46
$81.7M 0.47%
733,928
-2,056
47
$79.3M 0.46%
411,620
+49,733
48
$79.2M 0.46%
934,915
-16,842
49
$78.2M 0.45%
2,091,530
+247,913
50
$76.6M 0.44%
683,011
+135,562
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