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
101
$42.5M 0.24%
2,851,898
-170,959
102
$41.8M 0.24%
423,338
-31,552
103
$41.6M 0.24%
1,265,275
+882,823
104
$41.6M 0.24%
1,327,889
+26,510
105
$41.5M 0.24%
+960,823
106
$41.4M 0.24%
1,018,674
+295,801
107
$41.2M 0.24%
404,055
-13,106
108
$41.1M 0.24%
435,454
+4,118
109
$41M 0.24%
913,821
-30,761
110
$41M 0.24%
1,071,411
+1,011,196
111
$40.9M 0.24%
452,559
-86,795
112
$40.2M 0.23%
177,997
+39,969
113
$39.8M 0.23%
1,092,146
-65,161
114
$39.4M 0.23%
831,414
-18,647
115
$39.2M 0.23%
2,402,490
+368,406
116
$39M 0.22%
1,273,664
-127,321
117
$38.9M 0.22%
1,242,881
-148,307
118
$38.6M 0.22%
263,949
-102,809
119
$38.5M 0.22%
+188,129
120
$38.5M 0.22%
2,071,151
-104,231
121
$38.4M 0.22%
170,827
-57,894
122
$38.2M 0.22%
1,421,416
-282,007
123
$38M 0.22%
415,107
+282,874
124
$37.2M 0.21%
878,729
-69,498
125
$37M 0.21%
389,973
+84,316
3 4
5
6 7