Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
1051
– –
-2,321
1052
– –
-2,636
1053
– –
-766,922
1054
– –
-48,558
1055
– –
-30,400
1056
– –
-1,932
1057
– –
-829,077
1058
– –
-7,364
1059
– –
-379,461
1060
– –
-867,261
1061
– –
-37,505
1062
– –
-70,218
1063
– –
-1,073,322
1064
– –
-350,760
1065
– –
-306,095
1066
– –
-15,259
1067
– –
-119,272
1068
– –
-14,351
1069
– –
-30,685
1070
– –
-22,500
1071
– –
-8,961
1072
– –
-69,118
1073
– –
-7,181
1074
– –
-668,401
1075
– –
-151,436
41 42
43
44 45