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
$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 31.35%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$48K ﹤0.01%
5,322
-91,762
927
$39.7K ﹤0.01%
51,712
-276,761
928
$15.2K ﹤0.01%
14,864
-843,900
929
– –
-48,658
930
– –
-11,994
931
– –
-171,049
932
– –
-377,790
933
– –
-13,345
934
– –
-12,444
935
– –
-86,400
936
– –
-5,233
937
– –
-19,161
938
– –
-20,940
939
– –
-96,510
940
– –
-30,877
941
– –
-19,357
942
– –
-34,749
943
– –
-436,460
944
– –
-17,003
945
– –
-61,255
946
– –
-139,222
947
– –
-58,793
948
– –
-537,067
949
– –
-37,200
950
– –
-66,820
36 37
38
39 40