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
501
$2.64M 0.02%
32,733
+7,919
502
$2.63M 0.02%
+55,991
503
$2.61M 0.02%
45,642
-8,725
504
$2.6M 0.02%
+336,310
505
$2.58M 0.02%
59,393
+290
506
$2.56M 0.02%
312,046
+148,268
507
$2.55M 0.02%
104,885
-3,044
508
$2.55M 0.02%
298,616
-152,218
509
$2.54M 0.02%
+301,083
510
$2.51M 0.02%
346,471
+548
511
$2.5M 0.02%
135,948
-19,297
512
$2.48M 0.02%
41,634
-2,409
513
$2.47M 0.02%
273,287
-24,049
514
$2.45M 0.02%
78,555
-55,068
515
$2.42M 0.02%
61,538
-9,093
516
$2.42M 0.02%
19,764
-8,932
517
$2.4M 0.02%
+415,335
518
$2.4M 0.02%
499,058
+118,541
519
$2.4M 0.02%
955,994
-178,698
520
$2.4M 0.02%
33,644
-1,054
521
$2.37M 0.02%
99,076
-38,704
522
$2.37M 0.02%
478,157
-148,653
523
$2.35M 0.02%
328,608
+117,521
524
$2.34M 0.02%
213,081
+200,230
525
$2.33M 0.02%
58,906
-13,323
19 20
21
22 23