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
376
$5.51M 0.04%
676,194
+232,790
377
$5.5M 0.04%
386,006
+87,433
378
$5.48M 0.04%
185,486
-345,881
379
$5.39M 0.04%
667,476
-75,752
380
$5.34M 0.04%
190,672
+2,633
381
$5.33M 0.04%
174,008
-2,289
382
$5.3M 0.04%
187,017
-3,064
383
$5.3M 0.04%
98,509
+63,748
384
$5.29M 0.04%
1,134,610
-311,593
385
$5.27M 0.04%
9,945
+1,125
386
$5.25M 0.04%
187,612
+3,765
387
$5.23M 0.04%
220,985
+5,838
388
$5.23M 0.04%
37,757
+31,396
389
$5.22M 0.04%
76,937
+2,666
390
$5.16M 0.03%
139,879
-2,752
391
$5.14M 0.03%
116,592
-7,817
392
$5.12M 0.03%
416,983
+101,602
393
$5.1M 0.03%
185,006
+2,358
394
$5.1M 0.03%
652,142
-939,652
395
$5.09M 0.03%
89,319
-9,873
396
$5M 0.03%
579,753
-26,336
397
$4.99M 0.03%
253,180
-1,505
398
$4.95M 0.03%
581,538
+534,406
399
$4.91M 0.03%
388,744
-23,862
400
$4.86M 0.03%
19,882
-23,661
14 15
16
17 18