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
676
$1.24M 0.01%
+34,602
677
$1.24M 0.01%
182,161
-1,687
678
$1.23M 0.01%
293,941
+192,915
679
$1.23M 0.01%
485,330
+444,712
680
$1.22M 0.01%
821,657
+485,822
681
$1.22M 0.01%
166,936
+13,361
682
$1.22M 0.01%
58,507
+927
683
$1.21M 0.01%
14,103
-7,476
684
$1.21M 0.01%
9,863
-16,060
685
$1.2M 0.01%
25,408
-744,883
686
$1.18M 0.01%
93,604
-788
687
$1.18M 0.01%
2,694
688
$1.18M 0.01%
9,664
-82,758
689
$1.18M 0.01%
20,057
+903
690
$1.17M 0.01%
51,717
-176
691
$1.16M 0.01%
529,935
-261,486
692
$1.15M 0.01%
32,756
+24,894
693
$1.15M 0.01%
+22,144
694
$1.14M 0.01%
2,729
-1,369
695
$1.13M 0.01%
+68,303
696
$1.12M 0.01%
49,974
-890,003
697
$1.11M 0.01%
+21,203
698
$1.11M 0.01%
49,389
+13,764
699
$1.11M ﹤0.01%
69,411
-33,643
700
$1.09M ﹤0.01%
24,084
+8,956
26 27
28
29 30