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
651
$1.41M 0.01%
120,920
+71,621
652
$1.41M 0.01%
826,704
+397,062
653
$1.4M 0.01%
11,467
-517
654
$1.4M 0.01%
49,822
-4,319
655
$1.39M 0.01%
22,399
-514
656
$1.39M 0.01%
172,808
+8,003
657
$1.38M 0.01%
65,282
-320,510
658
$1.37M 0.01%
25,247
-592,275
659
$1.36M 0.01%
49,748
+22,728
660
$1.35M 0.01%
+32,519
661
$1.34M 0.01%
+2,800
662
$1.33M 0.01%
37,328
+15,552
663
$1.33M 0.01%
25,329
+3,080
664
$1.33M 0.01%
409,217
+371,233
665
$1.33M 0.01%
68,087
-2,504
666
$1.32M 0.01%
132,246
-48,586
667
$1.32M 0.01%
108,594
-11,267
668
$1.31M 0.01%
511,976
+106,083
669
$1.29M 0.01%
380,824
-19,504
670
$1.28M 0.01%
11,235
-1,217,391
671
$1.28M 0.01%
6,374
+1,569
672
$1.28M 0.01%
+57,780
673
$1.27M 0.01%
+257,031
674
$1.25M 0.01%
290,828
+109,837
675
$1.25M 0.01%
403,307
-48,659
25 26
27
28 29