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
351
$6.59M 0.04%
123,807
+4,091
352
$6.48M 0.04%
432,247
+136,247
353
$6.4M 0.04%
294,685
+26,886
354
$6.28M 0.04%
850,345
-5,625
355
$6.26M 0.04%
134,013
-88,792
356
$6.2M 0.04%
30,253
+20,499
357
$6.18M 0.04%
112,792
-6,146
358
$6.14M 0.04%
159,442
-3,227
359
$6.08M 0.04%
1,773,617
-428,660
360
$6.07M 0.04%
1,302,593
-25,075
361
$6.05M 0.04%
763,402
+191,555
362
$6M 0.04%
55,604
+7,612
363
$5.99M 0.04%
165,182
-154,152
364
$5.95M 0.04%
373,804
-38,374
365
$5.86M 0.04%
299,371
-80,202
366
$5.81M 0.04%
171,390
+102,195
367
$5.72M 0.04%
204,729
-172,433
368
$5.65M 0.04%
406,612
+355,696
369
$5.64M 0.04%
311,553
-127,961
370
$5.64M 0.04%
1,010,437
+288,675
371
$5.62M 0.04%
352,700
+13,168
372
$5.59M 0.04%
190,103
+20,473
373
$5.58M 0.04%
117,309
-27,611
374
$5.52M 0.04%
102,708
+1,899
375
$5.52M 0.04%
80,373
-102,479
13 14
15
16 17