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
$22.4B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$135M
3
+$120M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$110M
5
NVDA icon
NVIDIA
NVDA
+$106M

Top Sells

1
+$171M
2
+$114M
3
+$96.7M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
DVA icon
DaVita
DVA
+$89.6M

Sector Composition

1 Technology 31.35%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$674K ﹤0.01%
+172,492
777
$672K ﹤0.01%
112,211
-24,492
778
$672K ﹤0.01%
+166,247
779
$667K ﹤0.01%
111,933
+40,735
780
$662K ﹤0.01%
+1,201
781
$662K ﹤0.01%
+4,917
782
$657K ﹤0.01%
27,331
783
$652K ﹤0.01%
603,859
-137,222
784
$648K ﹤0.01%
233,020
-53,179
785
$647K ﹤0.01%
47,912
-120,116
786
$645K ﹤0.01%
+42,758
787
$644K ﹤0.01%
9,651
+25
788
$642K ﹤0.01%
1,776
+1,181
789
$636K ﹤0.01%
261,595
-46,191
790
$635K ﹤0.01%
97,829
+67,966
791
$634K ﹤0.01%
+312,319
792
$631K ﹤0.01%
4,551
793
$630K ﹤0.01%
+15,704
794
$621K ﹤0.01%
40,308
795
$620K ﹤0.01%
9,400
-132
796
$620K ﹤0.01%
+3,679
797
$618K ﹤0.01%
+391,274
798
$608K ﹤0.01%
11,088
-8,423
799
$601K ﹤0.01%
+4,274
800
$600K ﹤0.01%
17,300
-6,100
30 31
32
33 34