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
276
$10.1M 0.07%
617,879
-55,937
277
$10M 0.07%
532,784
-39,377
278
$9.94M 0.07%
+115,305
279
$9.94M 0.07%
52,827
-819
280
$9.9M 0.07%
125,115
+14,637
281
$9.9M 0.07%
134,411
-30,473
282
$9.83M 0.07%
503,530
+37,205
283
$9.78M 0.07%
1,283,990
+83,912
284
$9.75M 0.07%
+179,102
285
$9.66M 0.07%
194,020
-104,122
286
$9.52M 0.06%
2,063
-269
287
$9.47M 0.06%
246,703
-2,252
288
$9.43M 0.06%
388,266
+305,465
289
$9.33M 0.06%
220,199
-13,119
290
$9.2M 0.06%
69,272
+31,814
291
$9.19M 0.06%
103,907
+28,547
292
$9.13M 0.06%
104,300
-110
293
$9.12M 0.06%
70,972
-2,703
294
$9.11M 0.06%
786,606
+4,725
295
$9.11M 0.06%
259,026
+9,421
296
$9.07M 0.06%
+2,140,297
297
$9.05M 0.06%
228,540
+134,957
298
$8.95M 0.06%
+119,862
299
$8.92M 0.06%
565,194
-28,621
300
$8.91M 0.06%
495,471
-51,747
10 11
12
13 14