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
301
$8.71M 0.06%
347,617
-23,203
302
$8.7M 0.06%
218,998
-46,866
303
$8.62M 0.06%
87,984
-170,188
304
$8.5M 0.06%
959,089
+280,295
305
$8.42M 0.06%
40,942
-1,845
306
$8.36M 0.06%
235,616
-15,397
307
$8.33M 0.06%
73,598
-8,868
308
$8.33M 0.06%
102,262
+90,136
309
$8.32M 0.06%
+170,494
310
$8.24M 0.06%
395,191
+301,408
311
$8.2M 0.06%
303,018
+251,865
312
$8.19M 0.06%
398,852
+213,179
313
$8.17M 0.06%
309,233
-639,326
314
$8.16M 0.06%
532,702
-158,962
315
$8.11M 0.05%
469,478
-10,878
316
$8.04M 0.05%
460,120
+112,810
317
$7.93M 0.05%
668,233
+569,073
318
$7.89M 0.05%
235,095
-9,882
319
$7.68M 0.05%
51,294
-7,105
320
$7.66M 0.05%
64,107
+50,540
321
$7.65M 0.05%
165,447
-137,863
322
$7.65M 0.05%
149,960
+44,458
323
$7.61M 0.05%
223,874
+669
324
$7.44M 0.05%
149,199
-10,121
325
$7.44M 0.05%
348,773
+131,038
11 12
13
14 15