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
51
$75.6M 0.44%
2,461,939
+449,835
52
$75.1M 0.43%
1,325,419
-493,537
53
$74.2M 0.43%
2,186,539
+394,064
54
$72.8M 0.42%
968,485
+2,129
55
$70.8M 0.41%
325,603
-165,820
56
$69.3M 0.4%
476,098
-431,073
57
$68.6M 0.4%
+389,847
58
$68.2M 0.39%
1,072,202
-2,670
59
$67.7M 0.39%
1,325,349
+568,729
60
$67.7M 0.39%
760,674
+538,450
61
$67.5M 0.39%
352,747
-10,732
62
$66.9M 0.39%
358,612
-4,479
63
$66.5M 0.38%
414,104
+387,304
64
$65.9M 0.38%
2,351,045
+5,343
65
$64.7M 0.37%
747,470
+22,188
66
$64.5M 0.37%
3,377,752
-31,254
67
$64.1M 0.37%
228,523
-247,378
68
$62.7M 0.36%
4,586,517
-917,811
69
$62.7M 0.36%
1,110,162
-140,536
70
$62.7M 0.36%
460,699
+416,086
71
$62.4M 0.36%
3,004,852
+54,304
72
$62.2M 0.36%
+1,416,831
73
$62.2M 0.36%
184,614
-129
74
$62M 0.36%
761,775
-33,171
75
$61M 0.35%
3,738,709
+1,107,575
1 2
3
4 5