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 31.35%
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
1101
– –
-204,048
1102
– –
-50,790
1103
– –
-5,750
1104
– –
-765,298
1105
– –
-30,685
1106
– –
-22,500
1107
– –
-8,961
1108
– –
-69,118
1109
– –
-7,181
1110
– –
-668,401
1111
– –
-151,436
1112
– –
-2,290
1113
– –
-200,401
1114
– –
-9,912
1115
– –
-4,558
1116
– –
-195,280
1117
– –
-123,214
1118
– –
-1,647,081
1119
– –
-3,115
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