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
1001
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-178,239
1002
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1003
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-124,677
1004
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-47,607
1005
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1006
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-102,382
1007
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-6,729
1008
– –
-75,059
1009
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-6,530
1010
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-16,012
1011
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-16,058
1012
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-13,995
1013
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-7,894
1014
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-17,995
1015
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-15,464
1016
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-23,720
1017
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-66,305
1018
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-519,505
1019
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-245,699
1020
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-128
1021
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-49,271
1022
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-7,170
1023
– –
-4,068
1024
– –
-15,118
1025
– –
-11,349
39 40
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