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
476
$3.88M 0.02%
60,086
-151,484
477
$3.84M 0.02%
+43,211
478
$3.81M 0.02%
8,383
-742
479
$3.8M 0.02%
928,413
+143,025
480
$3.79M 0.02%
25,369
+19,943
481
$3.78M 0.02%
86,532
-64,966
482
$3.73M 0.02%
129,011
483
$3.7M 0.02%
106,503
-21,271
484
$3.68M 0.02%
30,545
-9,116
485
$3.65M 0.02%
1,046,676
-321,312
486
$3.65M 0.02%
+97,172
487
$3.63M 0.02%
32,395
-4,829
488
$3.6M 0.02%
22,416
-144
489
$3.6M 0.02%
39,174
+7,412
490
$3.6M 0.02%
80,486
-427
491
$3.59M 0.02%
236,158
+34,638
492
$3.57M 0.02%
121,753
-6,212
493
$3.47M 0.02%
+15,880
494
$3.44M 0.02%
467,429
-393,356
495
$3.43M 0.02%
717,391
+168,222
496
$3.43M 0.02%
105,322
497
$3.42M 0.02%
33,502
-4,884
498
$3.4M 0.02%
194,730
-366,291
499
$3.39M 0.02%
228,959
-39,463
500
$3.37M 0.02%
333,406
-4,639
18 19
20
21 22