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
951
$75.2K ﹤0.01%
10,103
-35,432
952
$68.1K ﹤0.01%
+40,516
953
$47.7K ﹤0.01%
97,321
-358,601
954
$35.5K ﹤0.01%
10,499
-16,586
955
$27.3K ﹤0.01%
677
-25,517
956
$24.7K ﹤0.01%
+4,779
957
$17.7K ﹤0.01%
1,334
-2,670
958
– –
-64,473
959
– –
-26,265
960
– –
-16,507
961
– –
-192,562
962
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963
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965
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966
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967
– –
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969
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-8,500
972
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973
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974
– –
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975
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37 38
39
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