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
201
$18.7M 0.11%
1,562,842
+7,899
202
$18.7M 0.11%
1,271,540
-18,387
203
$18.5M 0.11%
515,612
-5,704
204
$18.4M 0.11%
603,712
+2,926
205
$18.3M 0.11%
3,789,576
+832,048
206
$18.1M 0.1%
598,487
-75,342
207
$17.8M 0.1%
1,321,281
+102,287
208
$17.7M 0.1%
495,716
-368,738
209
$17.6M 0.1%
586,148
-43,629
210
$17.4M 0.1%
778,517
+38,543
211
$17.4M 0.1%
857,893
+12,090
212
$17.3M 0.1%
592,789
-143,363
213
$17.2M 0.1%
396,689
+113,328
214
$17M 0.1%
964,379
-93,981
215
$16.8M 0.1%
41,956
+7,268
216
$16.8M 0.1%
362,201
-49,449
217
$16.8M 0.1%
218,113
+115,942
218
$16.7M 0.1%
241,934
-13,045
219
$16.6M 0.1%
352,177
+254,930
220
$16.5M 0.1%
667,559
-1,539,846
221
$16.5M 0.1%
614,118
+8,272
222
$16.5M 0.1%
187,356
+30,012
223
$16.3M 0.09%
398,227
-165,186
224
$16.2M 0.09%
784,724
-10,024
225
$16M 0.09%
111,411
+41,428
7 8
9
10 11