Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$146M
2
+$135M
3
+$120M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$110M
5
NVDA icon
NVIDIA
NVDA
+$106M

Top Sells

1
+$171M
2
+$114M
3
+$96.7M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
DVA icon
DaVita
DVA
+$89.6M

Sector Composition

1 Technology 31.35%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.2M 0.01%
+137,432
577
$2.2M 0.01%
43,879
-48,407
578
$2.19M 0.01%
9,029
-14,683
579
$2.19M 0.01%
29,829
-124,898
580
$2.18M 0.01%
148,018
+33,039
581
$2.18M 0.01%
+830,955
582
$2.17M 0.01%
+116,766
583
$2.16M 0.01%
+152,063
584
$2.16M 0.01%
26,596
+583
585
$2.15M 0.01%
105,138
-50,532
586
$2.15M 0.01%
73,506
-391,313
587
$2.12M 0.01%
63,402
-26,758
588
$2.12M 0.01%
78,422
-27,010
589
$2.11M 0.01%
194,010
+174,967
590
$2.1M 0.01%
266,249
-228,548
591
$2.09M 0.01%
345,248
-54,985
592
$2.09M 0.01%
502,682
+224,895
593
$2.06M 0.01%
340,958
+295,658
594
$2.03M 0.01%
122,860
+6,236
595
$2.03M 0.01%
+379,586
596
$2.02M 0.01%
502,020
-47,098
597
$2.02M 0.01%
355,129
+135,692
598
$1.99M 0.01%
377,057
+76,549
599
$1.99M 0.01%
+162,078
600
$1.96M 0.01%
+45,142
22 23
24
25 26