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
76
$61M 0.35%
530,429
-307,576
77
$60.5M 0.35%
872,259
+862,171
78
$58M 0.33%
532,318
-35,172
79
$57.3M 0.33%
1,951,276
+43,996
80
$55.7M 0.32%
853,514
+842,362
81
$53.2M 0.31%
1,560,921
+165,370
82
$53M 0.31%
2,058,663
-147,290
83
$51.5M 0.3%
573,489
+52,710
84
$51.1M 0.29%
560,506
-32,105
85
$51M 0.29%
445,573
-36,423
86
$51M 0.29%
5,318,488
-102,899
87
$50.6M 0.29%
409,410
-87,182
88
$49.6M 0.29%
224,557
-32,733
89
$48.7M 0.28%
597,485
-55,130
90
$47.6M 0.27%
727,237
-18,581
91
$47.2M 0.27%
1,072,650
-5,709,190
92
$47.2M 0.27%
1,812,596
-85,358
93
$46.5M 0.27%
573,961
+66,097
94
$46.3M 0.27%
1,714,177
+286,722
95
$45M 0.26%
1,689,187
+31,873
96
$44.6M 0.26%
374,859
+113,743
97
$44.5M 0.26%
238,758
+154,398
98
$44.2M 0.25%
370,930
+229,378
99
$44M 0.25%
1,836,018
-46,335
100
$43.9M 0.25%
413,430
-15,940
2 3
4
5 6