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
726
$866K 0.01%
+175,001
727
$866K 0.01%
+49,873
728
$849K ﹤0.01%
40,875
729
$846K ﹤0.01%
32,608
+618
730
$833K ﹤0.01%
27,715
-7,659
731
$833K ﹤0.01%
+57,098
732
$830K ﹤0.01%
78,934
+67,413
733
$826K ﹤0.01%
+60,901
734
$819K ﹤0.01%
11,629
-11,270
735
$816K ﹤0.01%
42,639
-93,811
736
$811K ﹤0.01%
28,668
737
$809K ﹤0.01%
51,422
+4,764
738
$809K ﹤0.01%
+100,648
739
$800K ﹤0.01%
+54,635
740
$800K ﹤0.01%
200,428
-291,542
741
$796K ﹤0.01%
+191,006
742
$788K ﹤0.01%
324,156
+47,393
743
$778K ﹤0.01%
+63,447
744
$774K ﹤0.01%
3,169
+45
745
$771K ﹤0.01%
53,241
+5,544
746
$761K ﹤0.01%
45,037
+15,232
747
$759K ﹤0.01%
+62,734
748
$753K ﹤0.01%
+41,667
749
$752K ﹤0.01%
7,007
-1,533
750
$747K ﹤0.01%
+29,396
28 29
30
31 32