Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$176M
2
+$145M
3
+$132M
4
EW icon
Edwards Lifesciences
EW
+$120M
5
MPC icon
Marathon Petroleum
MPC
+$92.4M

Top Sells

1
+$210M
2
+$203M
3
+$150M
4
EXPD icon
Expeditors International
EXPD
+$91M
5
ADBE icon
Adobe
ADBE
+$78.6M

Sector Composition

1 Technology 31.35%
2 Consumer Discretionary 13.64%
3 Healthcare 12.96%
4 Financials 11.53%
5 Industrials 9.93%
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
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245,802
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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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712
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3,496
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713
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57,744
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36,220
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719
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720
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58,400
721
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29,977
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$888K 0.01%
130,230
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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