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
$14.8B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$107M
3
+$100M
4
FDX icon
FedEx
FDX
+$95.2M
5
FIS icon
Fidelity National Information Services
FIS
+$90M

Top Sells

1
+$100M
2
+$97.2M
3
+$84.3M
4
GILD icon
Gilead Sciences
GILD
+$80.1M
5
SNOW icon
Snowflake
SNOW
+$51.2M

Sector Composition

1 Technology 26.39%
2 Financials 15.5%
3 Healthcare 14.12%
4 Consumer Discretionary 11.36%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.8M 0.1%
1,253,042
+284,536
227
$14.8M 0.1%
1,408,677
+1,028,121
228
$14.6M 0.1%
186,181
+34,649
229
$14.6M 0.1%
43,286
+4,381
230
$14.4M 0.1%
+1,370,622
231
$14.2M 0.1%
912,867
-95,876
232
$14.2M 0.1%
404,867
-10,749
233
$14.1M 0.1%
246,934
-62,617
234
$14M 0.09%
610,183
-48,889
235
$14M 0.09%
500,012
-103,363
236
$13.9M 0.09%
364,337
-4,372
237
$13.7M 0.09%
538,000
-10,779
238
$13.7M 0.09%
+810,667
239
$13.5M 0.09%
2,720,825
+386,787
240
$13.5M 0.09%
726,636
+233,323
241
$13.4M 0.09%
1,074,443
-417,878
242
$13.3M 0.09%
502,036
-12,051
243
$13.3M 0.09%
1,152,141
-416,796
244
$13.2M 0.09%
479,328
-2,666
245
$13.2M 0.09%
468,746
-17,980
246
$13.1M 0.09%
1,228,489
+690,711
247
$13M 0.09%
91,210
+15,966
248
$12.9M 0.09%
1,098,488
+472,507
249
$12.8M 0.09%
119,391
-416
250
$12.8M 0.09%
1,084,994
-40,282
8 9
10
11 12