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
601
$1.94M 0.01%
25,291
-6,239
602
$1.93M 0.01%
181,346
-1,241
603
$1.93M 0.01%
435,338
+77,603
604
$1.93M 0.01%
1,634,084
-468,964
605
$1.92M 0.01%
+5,753
606
$1.89M 0.01%
704,097
-353,787
607
$1.86M 0.01%
245,373
+545
608
$1.86M 0.01%
77,332
-3,086
609
$1.84M 0.01%
202,063
-111,596
610
$1.84M 0.01%
108,386
-27,647
611
$1.84M 0.01%
169,713
-2,388
612
$1.83M 0.01%
197,336
-167,457
613
$1.82M 0.01%
+158,180
614
$1.81M 0.01%
9,806
-182
615
$1.8M 0.01%
1,142,325
-399,021
616
$1.79M 0.01%
14,957
+757
617
$1.79M 0.01%
127,412
-99,532
618
$1.76M 0.01%
+67,156
619
$1.76M 0.01%
7,708
-152
620
$1.76M 0.01%
51,034
621
$1.75M 0.01%
952,487
-88,392
622
$1.75M 0.01%
+67,518
623
$1.74M 0.01%
430,090
+390,022
624
$1.74M 0.01%
1,101,867
-6,230
625
$1.73M 0.01%
+14,924
23 24
25
26 27