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 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-2,321
1077
– –
-2,636
1078
– –
-766,922
1079
– –
-48,558
1080
– –
-30,400
1081
– –
-1,932
1082
– –
-829,077
1083
– –
-7,364
1084
– –
-379,461
1085
– –
-867,261
1086
– –
-37,505
1087
– –
-70,218
1088
– –
-1,073,322
1089
– –
-350,760
1090
– –
-306,095
1091
– –
-15,259
1092
– –
-29,818
1093
– –
-14,351
1094
– –
-24,369
1095
– –
-22,976
1096
– –
-317,959
1097
– –
-105,588
1098
– –
-453,091
1099
– –
-7,546
1100
– –
-29,277
41 42 43
44
45