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
626
$1.71M 0.01%
105,335
-350
627
$1.7M 0.01%
15,433
-45,505
628
$1.66M 0.01%
38,900
-386
629
$1.65M 0.01%
95,419
-394
630
$1.63M 0.01%
377,858
+64,790
631
$1.62M 0.01%
221,345
-7,898
632
$1.62M 0.01%
+40,983
633
$1.6M 0.01%
+33,375
634
$1.59M 0.01%
38,364
-383
635
$1.57M 0.01%
14,669
-4,464
636
$1.55M 0.01%
298,015
-30,814
637
$1.52M 0.01%
98,858
+39,626
638
$1.52M 0.01%
124,757
+63,582
639
$1.51M 0.01%
42,514
-207,028
640
$1.51M 0.01%
60,072
-465
641
$1.51M 0.01%
11,076
-151,991
642
$1.49M 0.01%
241,860
+29,483
643
$1.49M 0.01%
+32,070
644
$1.49M 0.01%
45,756
645
$1.46M 0.01%
12,689
-113,913
646
$1.46M 0.01%
11,316
647
$1.45M 0.01%
216,270
+108,700
648
$1.44M 0.01%
76,321
+49,764
649
$1.44M 0.01%
52,651
-349
650
$1.43M 0.01%
455
-59,985
24 25
26
27 28