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
501
$3.29M 0.01%
+32,620
502
$3.29M 0.01%
287,308
-1,700
503
$3.28M 0.01%
56,901
-1,172,513
504
$3.26M 0.01%
102,565
-14,325
505
$3.25M 0.01%
224,219
-201,615
506
$3.25M 0.01%
94,448
-63,876
507
$3.24M 0.01%
95,924
+50,470
508
$3.24M 0.01%
86,977
-1,364
509
$3.23M 0.01%
38,521
+3,427
510
$3.21M 0.01%
51,115
-3,746
511
$3.2M 0.01%
200,831
-6,875
512
$3.19M 0.01%
82,931
+14,547
513
$3.18M 0.01%
230,460
-2,491
514
$3.17M 0.01%
108,068
-47,928
515
$3.15M 0.01%
51,548
-14,940
516
$3.14M 0.01%
310,091
+16,615
517
$3.13M 0.01%
81,790
-7,923
518
$3.1M 0.01%
111,382
-1,855
519
$3.08M 0.01%
211,789
+31,480
520
$3.07M 0.01%
23,160
+14,460
521
$3.05M 0.01%
71,677
-124,663
522
$3.02M 0.01%
+36,950
523
$3.01M 0.01%
208,355
-830
524
$3M 0.01%
372,338
-91,287
525
$3M 0.01%
1,637,578
-219,347
19 20
21
22 23