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
401
$4.85M 0.03%
323,737
+6,291
402
$4.8M 0.03%
193,353
-2,464
403
$4.8M 0.03%
156,558
-67,934
404
$4.8M 0.03%
164,219
-51,285
405
$4.79M 0.03%
+184,437
406
$4.77M 0.03%
20,235
-471
407
$4.76M 0.03%
51,106
-5,284
408
$4.66M 0.03%
31,643
-3,785
409
$4.65M 0.03%
91,187
-4,206
410
$4.64M 0.03%
963,220
-32,972
411
$4.59M 0.03%
104,722
+48,461
412
$4.57M 0.03%
864,413
-1,473,154
413
$4.56M 0.03%
171,492
+4,392
414
$4.51M 0.03%
227,239
-42,669
415
$4.48M 0.03%
409,916
-140,110
416
$4.41M 0.03%
211,079
+78,565
417
$4.41M 0.03%
120,280
+21,324
418
$4.4M 0.03%
16,806
+8,916
419
$4.39M 0.03%
315,733
-572,044
420
$4.35M 0.03%
367,473
+254,978
421
$4.35M 0.03%
14,069
+7,692
422
$4.32M 0.03%
88,125
-131,093
423
$4.3M 0.03%
728,671
-10,322
424
$4.26M 0.03%
380,955
-10,483
425
$4.26M 0.03%
88,863
-116,049
15 16
17
18 19