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
901
$164K ﹤0.01%
+50,217
902
$157K ﹤0.01%
15,617
903
$155K ﹤0.01%
39,509
-60,366
904
$153K ﹤0.01%
+29,403
905
$153K ﹤0.01%
93,216
906
$140K ﹤0.01%
15,404
-18,007
907
$135K ﹤0.01%
15,320
-179
908
$132K ﹤0.01%
3,235
-5,619
909
$129K ﹤0.01%
191,949
-816,113
910
$119K ﹤0.01%
10,103
911
$106K ﹤0.01%
19,580
-263
912
$103K ﹤0.01%
51,973
913
$91.4K ﹤0.01%
+51,037
914
$91K ﹤0.01%
+114,552
915
$87.9K ﹤0.01%
+18,395
916
$82K ﹤0.01%
33,197
-133
917
$77.2K ﹤0.01%
59,398
-234,132
918
$76.6K ﹤0.01%
30,278
-73,376
919
$76.6K ﹤0.01%
279,924
-94,714
920
$70.3K ﹤0.01%
62,218
-363,365
921
$63.7K ﹤0.01%
+1,429
922
$60.4K ﹤0.01%
6,673
-28,887
923
$60.2K ﹤0.01%
30,098
-13,037
924
$53.5K ﹤0.01%
10,215
-5,353
925
$48.9K ﹤0.01%
25,218
-224,143
35 36
37
38 39