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
476
$3.03M 0.02%
253,919
-206,753
477
$3.03M 0.02%
88,584
-969
478
$3.01M 0.02%
15,123
-27,636
479
$2.96M 0.02%
340,984
-365,737
480
$2.95M 0.02%
461,460
+276,063
481
$2.95M 0.02%
20,126
+3,979
482
$2.92M 0.02%
+40,107
483
$2.9M 0.02%
39,361
-1,784
484
$2.9M 0.02%
845,617
-479,505
485
$2.9M 0.02%
114,590
-15,696
486
$2.9M 0.02%
26,981
-2,389
487
$2.85M 0.02%
110,345
+14,757
488
$2.83M 0.02%
1,014,477
+429,592
489
$2.83M 0.02%
35,642
-104,930
490
$2.82M 0.02%
190,818
-41,395
491
$2.82M 0.02%
1,518,224
+1,387,961
492
$2.82M 0.02%
94,357
-114,670
493
$2.78M 0.02%
92,031
+61,305
494
$2.78M 0.02%
95,044
-16,735
495
$2.77M 0.02%
65,465
-28,309
496
$2.76M 0.02%
+10,516
497
$2.73M 0.02%
34,185
-668
498
$2.66M 0.02%
522,806
+174,209
499
$2.66M 0.02%
+23,049
500
$2.65M 0.02%
88,155
+40,076
18 19
20
21 22