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
251
$12.7M 0.09%
2,939,205
+418,151
252
$12.6M 0.09%
77,047
-3,619
253
$12.5M 0.08%
836,919
-15,305
254
$12.4M 0.08%
+94,672
255
$12.3M 0.08%
43,756
+2,760
256
$12.2M 0.08%
66,516
+731
257
$12.1M 0.08%
43,407
-93,024
258
$12M 0.08%
759,071
-4,857
259
$12M 0.08%
166,723
-59,810
260
$11.7M 0.08%
242,723
-130,576
261
$11.6M 0.08%
1,032,314
+204,408
262
$11.5M 0.08%
953,431
+542,711
263
$11.4M 0.08%
923,107
+142,162
264
$11.4M 0.08%
266,917
-1,819
265
$11.3M 0.08%
329,805
-51,981
266
$10.8M 0.07%
257,111
+9,980
267
$10.6M 0.07%
96,845
-3,162
268
$10.6M 0.07%
244,985
-2,097
269
$10.5M 0.07%
795,125
-5,294
270
$10.4M 0.07%
235,040
+5,467
271
$10.4M 0.07%
102,070
-10,091
272
$10.2M 0.07%
111,126
+4,408
273
$10.2M 0.07%
1,141,653
-24,258
274
$10.2M 0.07%
982,293
-43,733
275
$10.1M 0.07%
390,186
+2,261
9 10
11
12 13