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
826
$494K ﹤0.01%
+17,238
827
$485K ﹤0.01%
72,127
-118,285
828
$484K ﹤0.01%
+26,578
829
$474K ﹤0.01%
3,866
830
$472K ﹤0.01%
11,245
-4,194
831
$468K ﹤0.01%
46,896
-109,048
832
$467K ﹤0.01%
35,748
-10,616
833
$467K ﹤0.01%
16,974
+6,270
834
$463K ﹤0.01%
13,777
-3,923
835
$463K ﹤0.01%
49,538
-15,569
836
$456K ﹤0.01%
28,166
-4,464
837
$448K ﹤0.01%
+2,239
838
$446K ﹤0.01%
3,282
-783
839
$444K ﹤0.01%
+375
840
$443K ﹤0.01%
26,982
-21,944
841
$441K ﹤0.01%
37,584
+9,776
842
$440K ﹤0.01%
27,328
-25,543
843
$430K ﹤0.01%
15,994
-94,552
844
$422K ﹤0.01%
19,624
-5,063
845
$414K ﹤0.01%
+8,365
846
$413K ﹤0.01%
435,699
-1,908,448
847
$412K ﹤0.01%
9,481
848
$411K ﹤0.01%
26,023
-207
849
$409K ﹤0.01%
93,216
-12,774
850
$398K ﹤0.01%
+331,569
32 33
34
35 36