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
26
$99.9M 0.68%
776,403
+476,979
27
$98.5M 0.67%
922,042
+57,921
28
$97.6M 0.66%
451,701
+306,507
29
$95.9M 0.65%
922,398
+80,267
30
$92.7M 0.63%
282,863
+39,664
31
$90.9M 0.62%
640,081
-15,080
32
$90.5M 0.61%
2,249,264
+1,066,603
33
$90M 0.61%
+1,326,663
34
$89.9M 0.61%
1,006,474
-611
35
$88.7M 0.6%
319,043
-46,576
36
$88.5M 0.6%
193,834
+155,718
37
$85.7M 0.58%
1,114,628
-192,548
38
$81.6M 0.55%
588,461
+26,091
39
$76.2M 0.52%
2,835,899
+2,813,519
40
$75.7M 0.51%
1,539,533
+162,251
41
$73.6M 0.5%
156,941
-6,188
42
$71.2M 0.48%
215,540
+7,149
43
$71.1M 0.48%
1,183,375
+179,367
44
$70.8M 0.48%
+326,473
45
$70.6M 0.48%
943,349
-42,864
46
$69.3M 0.47%
558,648
+251,824
47
$69.1M 0.47%
566,688
+419,778
48
$67.6M 0.46%
366,908
-20,141
49
$66.4M 0.45%
932,273
+159,458
50
$65.7M 0.44%
2,934,704
+405,779
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