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
151
$29.9M 0.17%
580,062
+19,449
152
$29M 0.17%
110,746
+72,859
153
$29M 0.17%
1,088,497
-15,325
154
$28.7M 0.17%
236,991
+84,166
155
$28.3M 0.16%
418,476
-14,601
156
$28M 0.16%
1,182,652
-35,008
157
$27.9M 0.16%
604,287
-171,488
158
$27.8M 0.16%
+569,061
159
$27.7M 0.16%
112,401
+22,344
160
$27.6M 0.16%
2,332,763
-50,645
161
$27.3M 0.16%
640,648
+188,812
162
$27.2M 0.16%
+2,047,875
163
$26.8M 0.15%
337,415
+13,492
164
$26.2M 0.15%
2,108,538
-414,420
165
$25.3M 0.15%
+565,623
166
$24.5M 0.14%
+777,537
167
$24.2M 0.14%
224,103
-15,938
168
$24M 0.14%
826,697
-49,536
169
$24M 0.14%
222,927
-7,049
170
$23.8M 0.14%
2,104,001
-323,366
171
$23.8M 0.14%
343,979
+130,921
172
$23.8M 0.14%
362,986
+35,910
173
$23.7M 0.14%
962,424
-360,034
174
$23.6M 0.14%
418,041
-345,851
175
$23.5M 0.14%
1,382,779
+61,332
5 6
7
8 9