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
1026
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-20,200
1027
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-181,260
1028
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-24,601
1029
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-51,605
1030
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-100,644
1031
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-20,649
1032
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-1,278
1033
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-14,667
1034
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-156,309
1035
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-71,021
1036
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-4,252
1037
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-17,183
1038
– –
-13,049
1039
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-14,251
1040
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-20,110
1041
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-4,855
1042
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1043
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1044
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1045
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1046
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-8,799
1047
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-13,032
1048
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-102,909
1049
– –
-204,048
1050
– –
-23,280
40 41
42
43 44