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
551
$2.65M 0.01%
830,127
+391,801
552
$2.62M 0.01%
+60,691
553
$2.61M 0.01%
111,146
554
$2.58M 0.01%
763,916
+508,012
555
$2.58M 0.01%
805,531
-45,236
556
$2.56M 0.01%
291,855
+151,036
557
$2.55M 0.01%
115,030
-69,127
558
$2.55M 0.01%
48,874
-15,825
559
$2.5M 0.01%
154,016
-98,904
560
$2.45M 0.01%
193,772
-4,763
561
$2.44M 0.01%
245,047
-573,805
562
$2.43M 0.01%
63,277
-7,775
563
$2.4M 0.01%
46,622
-143,536
564
$2.39M 0.01%
40,544
-806
565
$2.37M 0.01%
327,985
+131,609
566
$2.36M 0.01%
94,092
-524
567
$2.35M 0.01%
148,938
-416,653
568
$2.35M 0.01%
84,046
-972
569
$2.35M 0.01%
127,237
-15,094
570
$2.34M 0.01%
92,148
-775
571
$2.32M 0.01%
1,161,593
+808,850
572
$2.32M 0.01%
+201,683
573
$2.29M 0.01%
29,286
+1,982
574
$2.23M 0.01%
43,836
-105
575
$2.21M 0.01%
169,607
-1,690
21 22
23
24 25