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
601
$1.71M 0.01%
65,351
+3,324
602
$1.71M 0.01%
87,257
+60,101
603
$1.66M 0.01%
46,096
604
$1.66M 0.01%
13,925
+7,001
605
$1.65M 0.01%
97,459
-371
606
$1.64M 0.01%
77,855
-36,162
607
$1.62M 0.01%
15,812
+2,340
608
$1.62M 0.01%
47,616
-2,326
609
$1.61M 0.01%
968,828
-401,788
610
$1.6M 0.01%
709,839
-176,252
611
$1.6M 0.01%
184,752
+26,191
612
$1.58M 0.01%
4,584
-22,133
613
$1.58M 0.01%
118,899
-124,916
614
$1.57M 0.01%
27,107
615
$1.57M 0.01%
+57,208
616
$1.56M 0.01%
1,354,575
-660,319
617
$1.55M 0.01%
+179,896
618
$1.55M 0.01%
188,105
-1,265,688
619
$1.54M 0.01%
168,275
-22,246
620
$1.53M 0.01%
7,801
-12,566
621
$1.52M 0.01%
59,042
-35,385
622
$1.52M 0.01%
42,629
+5,500
623
$1.5M 0.01%
+87,168
624
$1.5M 0.01%
578,886
-164,353
625
$1.49M 0.01%
348,564
-98,501
23 24
25
26 27