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
651
$1.3M 0.01%
62,098
+1,078
652
$1.29M 0.01%
22,612
-7,548
653
$1.27M 0.01%
+137,575
654
$1.26M 0.01%
106,788
-4,089
655
$1.25M 0.01%
36,057
-43,685
656
$1.25M 0.01%
33,533
-31,895
657
$1.24M 0.01%
72,564
-26,134
658
$1.24M 0.01%
308,421
+107,417
659
$1.23M 0.01%
1,346,032
+147,308
660
$1.23M 0.01%
24,211
-16,962
661
$1.23M 0.01%
492,776
+209,541
662
$1.22M 0.01%
12,380
+510
663
$1.21M 0.01%
206,089
-31,894
664
$1.21M 0.01%
60,914
+1,923
665
$1.21M 0.01%
45,124
-26,548
666
$1.21M 0.01%
+74,564
667
$1.21M 0.01%
116,205
-7,593
668
$1.18M 0.01%
156,036
-200,167
669
$1.17M 0.01%
66,860
+927
670
$1.17M 0.01%
+124,986
671
$1.17M 0.01%
+3,081
672
$1.14M 0.01%
18,884
+4,860
673
$1.13M 0.01%
+17,769
674
$1.13M 0.01%
+49,984
675
$1.12M 0.01%
36,503
-10,879
25 26
27
28 29