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
451
$3.64M 0.02%
95,726
-22,247
452
$3.61M 0.02%
1,347,074
-37,980
453
$3.53M 0.02%
102,426
-26,852
454
$3.5M 0.02%
61,048
+7,921
455
$3.5M 0.02%
+267,020
456
$3.49M 0.02%
102,336
-23,109
457
$3.45M 0.02%
46,269
+3,282
458
$3.44M 0.02%
21,717
-1,322
459
$3.43M 0.02%
151,010
-29,078
460
$3.42M 0.02%
125,718
+375
461
$3.41M 0.02%
175,122
-20,397
462
$3.39M 0.02%
1,702,035
+259,725
463
$3.38M 0.02%
673,164
+604,515
464
$3.36M 0.02%
289,993
+68,945
465
$3.36M 0.02%
12,673
+8,287
466
$3.35M 0.02%
82,370
+3,681
467
$3.33M 0.02%
3,930
+1,388
468
$3.32M 0.02%
237,565
-77,585
469
$3.24M 0.02%
62,517
+4,007
470
$3.22M 0.02%
104,983
+19,930
471
$3.21M 0.02%
149,697
-225,280
472
$3.16M 0.02%
38,531
+24,318
473
$3.13M 0.02%
23,815
-2,926
474
$3.1M 0.02%
284,115
+29,775
475
$3.05M 0.02%
+26,534
17 18
19
20 21