Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
+$138M
2
+$138M
3
+$133M
4
MRK icon
Merck
MRK
+$128M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$116M

Top Sells

1
+$189M
2
+$139M
3
+$103M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
EW icon
Edwards Lifesciences
EW
+$93.4M

Sector Composition

1 Technology 31.54%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$597K ﹤0.01%
1,989
-52,977
802
$586K ﹤0.01%
125,916
-87,704
803
$585K ﹤0.01%
+178,919
804
$577K ﹤0.01%
37,390
+3,191
805
$575K ﹤0.01%
+43,114
806
$567K ﹤0.01%
12,897
-42
807
$562K ﹤0.01%
53,760
+18,327
808
$553K ﹤0.01%
29,035
-183
809
$549K ﹤0.01%
215,205
+50,368
810
$543K ﹤0.01%
+40,939
811
$536K ﹤0.01%
135,452
-374,950
812
$536K ﹤0.01%
18,305
813
$529K ﹤0.01%
186,236
+144,771
814
$521K ﹤0.01%
2,268
-72,203
815
$517K ﹤0.01%
80,218
-325
816
$515K ﹤0.01%
23,853
817
$495K ﹤0.01%
57,076
-114,736
818
$493K ﹤0.01%
24,399
-193
819
$490K ﹤0.01%
+28,674
820
$483K ﹤0.01%
40,456
+3,180
821
$456K ﹤0.01%
+35,324
822
$444K ﹤0.01%
14,617
-140
823
$442K ﹤0.01%
45,493
-3,439
824
$431K ﹤0.01%
10,450
-36,311
825
$430K ﹤0.01%
+1,122
31 32
33
34 35