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
676
$1.11M 0.01%
77,095
-4,606
677
$1.11M 0.01%
+3,146,978
678
$1.1M 0.01%
11,680
-877
679
$1.1M 0.01%
136,844
+13,132
680
$1.1M 0.01%
13,029
+6,436
681
$1.1M 0.01%
36,733
-10,208
682
$1.09M 0.01%
156,139
-114,495
683
$1.09M 0.01%
3,382
+856
684
$1.08M 0.01%
129,781
+119,108
685
$1.08M 0.01%
34,780
-94,959
686
$1.08M 0.01%
+40,237
687
$1.07M 0.01%
+14,115
688
$1.07M 0.01%
815
-654
689
$1.06M 0.01%
36,878
+9,443
690
$1.06M 0.01%
136,505
+11,665
691
$1.06M 0.01%
318,776
-86,789
692
$1.06M 0.01%
6,068
-177,955
693
$1.05M 0.01%
214,375
+8,399
694
$1.04M 0.01%
180,021
-951,008
695
$1.01M 0.01%
+70,803
696
$1.01M 0.01%
38,170
-36,926
697
$1.01M 0.01%
+7,293
698
$1M 0.01%
+165,855
699
$983K 0.01%
72,815
-3,582
700
$970K 0.01%
34,597
-18,802
26 27
28
29 30