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
501
$2.89M 0.02%
+28,413
502
$2.88M 0.02%
70,096
-2,103
503
$2.87M 0.02%
100,273
-2,394,484
504
$2.87M 0.02%
402,748
+49,408
505
$2.86M 0.02%
201,267
+43,626
506
$2.84M 0.02%
251,089
-25,806
507
$2.8M 0.02%
324,699
+150,160
508
$2.8M 0.02%
+387,904
509
$2.79M 0.02%
123,802
+96,019
510
$2.79M 0.02%
103,898
-117,623
511
$2.79M 0.02%
1,621,409
-269,977
512
$2.77M 0.02%
85,167
+1,306
513
$2.75M 0.02%
22,692
-800,610
514
$2.74M 0.02%
+25,952
515
$2.74M 0.02%
+124,572
516
$2.74M 0.02%
165,305
-33,667
517
$2.74M 0.02%
26,938
+1,800
518
$2.74M 0.02%
93,122
+61,378
519
$2.7M 0.02%
59,916
-50,481
520
$2.7M 0.02%
+18,862
521
$2.69M 0.02%
32,669
+493
522
$2.69M 0.02%
39,889
-4,876
523
$2.66M 0.02%
+81,745
524
$2.66M 0.02%
571,393
-93,208
525
$2.65M 0.02%
+779,680
19 20
21
22 23