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
901
$259K ﹤0.01%
1,402
902
$258K ﹤0.01%
+11,695
903
$255K ﹤0.01%
242,552
+211,762
904
$254K ﹤0.01%
4,500
-81,010
905
$254K ﹤0.01%
37,903
-257,368
906
$247K ﹤0.01%
3,234
-2,710
907
$246K ﹤0.01%
8,465
-242,695
908
$244K ﹤0.01%
+8,371
909
$244K ﹤0.01%
16,852
-5,312
910
$243K ﹤0.01%
2,979
-52,060
911
$241K ﹤0.01%
+513
912
$238K ﹤0.01%
9,417
-78,491
913
$238K ﹤0.01%
+815
914
$238K ﹤0.01%
+6,826
915
$231K ﹤0.01%
+973
916
$230K ﹤0.01%
9,076
-12,219
917
$227K ﹤0.01%
60,620
-906
918
$226K ﹤0.01%
+30,300
919
$223K ﹤0.01%
9,486
-12,946
920
$223K ﹤0.01%
10,310
-368
921
$222K ﹤0.01%
8,164
-84,357
922
$220K ﹤0.01%
8,623
+150
923
$216K ﹤0.01%
+1,492
924
$213K ﹤0.01%
+5,597
925
$212K ﹤0.01%
+12,845
35 36
37
38 39