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
826
$429K ﹤0.01%
7,558
-32,296
827
$424K ﹤0.01%
26,175
-965
828
$424K ﹤0.01%
+8,513
829
$424K ﹤0.01%
15,692
-923
830
$420K ﹤0.01%
64,375
-236
831
$414K ﹤0.01%
+12,822
832
$409K ﹤0.01%
118,651
+90,289
833
$393K ﹤0.01%
563
-8,949
834
$390K ﹤0.01%
3,352
+762
835
$387K ﹤0.01%
286,502
+44,289
836
$384K ﹤0.01%
+42,449
837
$373K ﹤0.01%
38,638
+5,039
838
$373K ﹤0.01%
+7,424
839
$366K ﹤0.01%
207,947
-91,464
840
$366K ﹤0.01%
112,245
-105,028
841
$362K ﹤0.01%
+14,063
842
$359K ﹤0.01%
20,879
+4,620
843
$358K ﹤0.01%
+31,426
844
$358K ﹤0.01%
11,449
-101
845
$355K ﹤0.01%
52,791
-5,360
846
$352K ﹤0.01%
+8,142
847
$348K ﹤0.01%
362
+6
848
$346K ﹤0.01%
91,101
+69,477
849
$346K ﹤0.01%
+3,711
850
$345K ﹤0.01%
159,110
-170,807
32 33
34
35 36