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
776
$647K ﹤0.01%
14,203
-22,441
777
$640K ﹤0.01%
+7,875
778
$639K ﹤0.01%
19,476
779
$632K ﹤0.01%
+48,718
780
$628K ﹤0.01%
3,795
-89
781
$625K ﹤0.01%
1,670
+336
782
$624K ﹤0.01%
+13,068
783
$623K ﹤0.01%
+27,331
784
$619K ﹤0.01%
4,910
-1,112
785
$604K ﹤0.01%
21,685
-549
786
$601K ﹤0.01%
83,162
-3,295
787
$600K ﹤0.01%
46,676
-6,929
788
$597K ﹤0.01%
18,752
-22,183
789
$595K ﹤0.01%
427,792
+272,289
790
$592K ﹤0.01%
20,075
-2,033
791
$587K ﹤0.01%
+1,081,149
792
$584K ﹤0.01%
21,156
+1,177
793
$583K ﹤0.01%
69,245
+15,730
794
$579K ﹤0.01%
183,224
-139,268
795
$577K ﹤0.01%
9,338
796
$577K ﹤0.01%
+263,274
797
$576K ﹤0.01%
1,732
+619
798
$571K ﹤0.01%
45,835
-17,075
799
$567K ﹤0.01%
64,159
-84,693
800
$566K ﹤0.01%
64,424
+36,317
30 31
32
33 34