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
$22.4B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$138M
3
+$133M
4
MRK icon
Merck
MRK
+$128M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$116M

Top Sells

1
+$189M
2
+$139M
3
+$103M
4
FIS icon
Fidelity National Information Services
FIS
+$94.5M
5
EW icon
Edwards Lifesciences
EW
+$93.4M

Sector Composition

1 Technology 31.45%
2 Financials 14.63%
3 Consumer Discretionary 13.16%
4 Healthcare 11.31%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-629,282
1002
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1003
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1004
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1005
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1006
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-241,442
1007
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-1,573,663
1008
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-11,414
1009
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-17,914
1010
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-12,267
1011
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-31,239
1012
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-445,451
1013
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-260,546
1014
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-661,517
1015
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-55,567
1016
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-45,352
1017
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-35,366
1018
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-38,856
1019
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1020
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-41,187
1021
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-458,012
1022
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-15,728
1023
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-155,798
1024
– –
-16,584
1025
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-50,001
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