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
$17.4B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$145M
3
+$132M
4
EW icon
Edwards Lifesciences
EW
+$120M
5
MPC icon
Marathon Petroleum
MPC
+$92.4M

Top Sells

1
+$210M
2
+$203M
3
+$150M
4
EXPD icon
Expeditors International
EXPD
+$91M
5
ADBE icon
Adobe
ADBE
+$78.6M

Sector Composition

1 Technology 31.35%
2 Consumer Discretionary 13.64%
3 Healthcare 12.96%
4 Financials 11.53%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-6,530
1002
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1003
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-16,058
1004
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-13,995
1005
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-7,894
1006
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-17,995
1007
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-15,464
1008
– –
-105,588
1009
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-453,091
1010
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-7,546
1011
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-29,277
1012
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-612,189
1013
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-46,363
1014
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-584,996
1015
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-765,298
1016
– –
-22,500
1017
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-8,961
1018
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-69,118
1019
– –
-7,181
1020
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-668,401
1021
– –
-50,790
1022
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-5,750
1023
– –
-436,827
1024
– –
-77,614
1025
– –
-295,119
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