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
526
$2.61M 0.02%
30,741
-171,699
527
$2.59M 0.01%
170,268
+1,680
528
$2.56M 0.01%
266,379
+178,566
529
$2.52M 0.01%
245,310
-763
530
$2.51M 0.01%
79,338
+52,749
531
$2.5M 0.01%
+232,425
532
$2.49M 0.01%
39,135
-2,462,115
533
$2.49M 0.01%
+100,206
534
$2.47M 0.01%
599,064
-362,913
535
$2.46M 0.01%
165,688
+103,800
536
$2.44M 0.01%
127,951
-86,966
537
$2.4M 0.01%
151,605
+128,921
538
$2.39M 0.01%
334,680
+93,328
539
$2.36M 0.01%
133,617
-1,828
540
$2.35M 0.01%
+163,434
541
$2.29M 0.01%
+520,801
542
$2.28M 0.01%
360,859
-57,390
543
$2.28M 0.01%
273,193
-35,821
544
$2.26M 0.01%
+90,875
545
$2.25M 0.01%
+10,862
546
$2.2M 0.01%
9,628
+70
547
$2.17M 0.01%
404,986
+100,864
548
$2.16M 0.01%
84,385
-1,135
549
$2.15M 0.01%
49,288
-31,696
550
$2.14M 0.01%
150,140
+39,484
20 21
22
23 24