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
326
$7.44M 0.05%
196,693
-16,007
327
$7.31M 0.05%
178,155
-2,257
328
$7.3M 0.05%
110,707
+19,680
329
$7.28M 0.05%
99,126
+46,853
330
$7.26M 0.05%
441,413
+430,904
331
$7.26M 0.05%
272,017
-20,463
332
$7.24M 0.05%
851,192
-29,987
333
$7.12M 0.05%
103,889
+2,191
334
$7.08M 0.05%
131,614
+34,254
335
$7.06M 0.05%
+344,732
336
$7.04M 0.05%
84,236
-2,245
337
$7.01M 0.05%
423,050
+32,150
338
$6.91M 0.05%
282,557
-112,020
339
$6.9M 0.05%
230,751
+716
340
$6.9M 0.05%
108,938
+80,743
341
$6.9M 0.05%
32,200
342
$6.85M 0.05%
276,671
-2,305
343
$6.83M 0.05%
59,248
+1,370
344
$6.82M 0.05%
743,693
-157,211
345
$6.79M 0.05%
471,063
+25,175
346
$6.74M 0.05%
29,811
+9,841
347
$6.72M 0.05%
528,453
+18,012
348
$6.71M 0.05%
287,892
-15,916
349
$6.71M 0.05%
555,426
-82,455
350
$6.68M 0.05%
73,854
+25,438
12 13
14
15 16