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
701
$959K 0.01%
178,943
+80,768
702
$957K 0.01%
71,598
+31,100
703
$954K 0.01%
507,561
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704
$950K 0.01%
34,823
-108,847
705
$941K 0.01%
245,802
+80,909
706
$940K 0.01%
30,835
-11,475
707
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112,623
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708
$926K 0.01%
45,677
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709
$926K 0.01%
514,584
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710
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711
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712
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3,496
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713
$902K 0.01%
57,744
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22,965
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60,630
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36,220
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719
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720
$891K 0.01%
58,400
721
$889K 0.01%
29,977
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722
$888K 0.01%
130,230
+31,844
723
$882K 0.01%
96,974
+75,824
724
$878K 0.01%
67,469
+17,208
725
$870K 0.01%
224,681
-654,512
27 28
29
30 31