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
801
$560K ﹤0.01%
46,901
-16,584
802
$555K ﹤0.01%
+15,239
803
$554K ﹤0.01%
34,177
-242,723
804
$553K ﹤0.01%
37,284
-138,771
805
$553K ﹤0.01%
29,990
+138
806
$552K ﹤0.01%
3,797
+2,054
807
$552K ﹤0.01%
16,181
-3,509
808
$548K ﹤0.01%
154
-42
809
$546K ﹤0.01%
29,276
+7,354
810
$539K ﹤0.01%
5,747
-2,614
811
$539K ﹤0.01%
66,037
-47
812
$536K ﹤0.01%
97,639
-21,630
813
$532K ﹤0.01%
51,349
-8,111
814
$530K ﹤0.01%
+7,044
815
$528K ﹤0.01%
4,734
-8,555
816
$528K ﹤0.01%
248,825
+19,359
817
$524K ﹤0.01%
116,487
+31,820
818
$521K ﹤0.01%
23,307
-3,546
819
$521K ﹤0.01%
+50,520
820
$515K ﹤0.01%
20,673
-58,665
821
$505K ﹤0.01%
+13,469
822
$500K ﹤0.01%
83,831
-201,242
823
$499K ﹤0.01%
37,046
+4,989
824
$497K ﹤0.01%
18,358
+1,311
825
$497K ﹤0.01%
36,391
+7,749
31 32
33
34 35