Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
1
$1.13B 6.51%
5,821,890
+31,346
2
$634M 3.65%
1,860,302
+71,894
3
$392M 2.26%
1,365,295
-94,060
4
$244M 1.41%
3,226,515
+268,790
5
$236M 1.36%
1,948,908
-479,238
6
$227M 1.31%
84,205
+5,598
7
$214M 1.23%
543,028
+351,219
8
$206M 1.19%
830,840
-32,746
9
$200M 1.15%
467,159
+17,813
10
$199M 1.15%
5,165,898
+520,220
11
$194M 1.12%
550,470
-71,944
12
$183M 1.05%
1,384,848
+24,161
13
$181M 1.04%
72,672
-2,898
14
$172M 0.99%
2,999,572
+689,222
15
$170M 0.98%
752,520
+31,358
16
$169M 0.98%
1,009,094
+127,961
17
$169M 0.97%
3,086,147
+204,689
18
$162M 0.93%
1,239,876
+33,670
19
$159M 0.92%
+1,241,173
20
$159M 0.91%
354,956
+350,537
21
$157M 0.9%
1,662,746
+1,375,361
22
$154M 0.89%
10,161,803
-446,979
23
$152M 0.87%
3,582,460
+2,745,290
24
$148M 0.85%
1,259,255
+142,370
25
$144M 0.83%
4,292,349
-234,019
1
2 3 4 5