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
751
$744K ﹤0.01%
+4,520
752
$740K ﹤0.01%
+15,527
753
$739K ﹤0.01%
205,273
-3,149
754
$725K ﹤0.01%
101,029
-3,221
755
$721K ﹤0.01%
165,274
-21,279
756
$717K ﹤0.01%
29,853
+9,120
757
$713K ﹤0.01%
+75,823
758
$706K ﹤0.01%
18,994
-24,806
759
$697K ﹤0.01%
27,111
-44,912
760
$695K ﹤0.01%
+17,240
761
$683K ﹤0.01%
37,770
+270
762
$679K ﹤0.01%
+25,191
763
$677K ﹤0.01%
+21,769
764
$677K ﹤0.01%
74,919
-155,649
765
$676K ﹤0.01%
6,183
-270,199
766
$675K ﹤0.01%
552,885
+193,861
767
$672K ﹤0.01%
+11,152
768
$669K ﹤0.01%
+57,402
769
$669K ﹤0.01%
29,705
-17,954
770
$668K ﹤0.01%
60,215
+33,440
771
$668K ﹤0.01%
54,446
+2,505
772
$659K ﹤0.01%
186,212
-188,662
773
$655K ﹤0.01%
+831
774
$655K ﹤0.01%
25,631
-19,198
775
$650K ﹤0.01%
163,658
-31,340
29 30
31
32 33