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
126
$36.9M 0.21%
507,846
+21,988
127
$36.3M 0.21%
248,161
-9,788
128
$36.2M 0.21%
604,863
+25,648
129
$36.1M 0.21%
692,373
-224,107
130
$35.9M 0.21%
235,398
-41,719
131
$35.8M 0.21%
347,266
-4,285
132
$35.8M 0.21%
803,447
-19,058
133
$35M 0.2%
803,939
+197,695
134
$34.6M 0.2%
64,199
-79,027
135
$34.3M 0.2%
535,986
+174,766
136
$34.2M 0.2%
531,500
+415,380
137
$34M 0.2%
104,142
-21,028
138
$33.8M 0.2%
+747,226
139
$33.6M 0.19%
+478,637
140
$33.3M 0.19%
97,486
-3,716
141
$32.4M 0.19%
294,314
-12,939
142
$31.9M 0.18%
1,314,884
+1,299,873
143
$31.9M 0.18%
991,953
-24,020
144
$31.5M 0.18%
363,975
-38,715
145
$31.1M 0.18%
415,201
-42,433
146
$31.1M 0.18%
169,552
-38,274
147
$30.6M 0.18%
164,324
-30,071
148
$30.3M 0.17%
362,699
+1,123
149
$30.1M 0.17%
537,340
-47,268
150
$30M 0.17%
264,393
+147,598
4 5
6
7 8