Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$146M
2
+$135M
3
+$120M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$110M
5
NVDA icon
NVIDIA
NVDA
+$106M

Top Sells

1
+$171M
2
+$114M
3
+$96.7M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
DVA icon
DaVita
DVA
+$89.6M

Sector Composition

1 Technology 31.35%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.72%
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
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930
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931
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-155,483
932
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933
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934
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935
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936
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937
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938
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942
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943
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944
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945
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946
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947
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948
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949
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950
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