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
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1052
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1058
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1059
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1060
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-8,799
1063
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1064
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1065
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1069
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1070
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1071
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1072
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1073
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1074
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-6,521
1075
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