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
526
$2.99M 0.01%
+273,988
527
$2.96M 0.01%
782,611
-121,117
528
$2.95M 0.01%
135,392
-1,149
529
$2.91M 0.01%
699,458
+21,828
530
$2.91M 0.01%
40,501
+32,745
531
$2.89M 0.01%
199,694
-215,002
532
$2.87M 0.01%
98,252
+16,777
533
$2.84M 0.01%
63,392
-41,805
534
$2.84M 0.01%
277,706
+257,589
535
$2.83M 0.01%
347,755
-19,939
536
$2.81M 0.01%
42,771
+5,683
537
$2.81M 0.01%
97,612
+19,350
538
$2.8M 0.01%
19,489
-62,899
539
$2.8M 0.01%
1,035,486
+99,371
540
$2.78M 0.01%
45,934
541
$2.77M 0.01%
3,308,277
+2,874,583
542
$2.77M 0.01%
+232,002
543
$2.76M 0.01%
525,650
-198,025
544
$2.75M 0.01%
22,612
545
$2.73M 0.01%
65,841
-316
546
$2.73M 0.01%
+4,660
547
$2.73M 0.01%
748,793
+537,314
548
$2.72M 0.01%
672,984
+122,447
549
$2.7M 0.01%
+185,406
550
$2.65M 0.01%
290,005
-4,122
20 21
22
23 24