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
526
$2.32M 0.02%
170,363
-699
527
$2.29M 0.02%
22,237
-3,706
528
$2.29M 0.02%
123,821
-794,454
529
$2.28M 0.02%
83,389
-13,640
530
$2.28M 0.02%
278,511
+1,716
531
$2.25M 0.02%
111,051
+1,227
532
$2.25M 0.02%
+295,929
533
$2.22M 0.02%
59,590
-1,934
534
$2.21M 0.02%
159,000
-4,178
535
$2.21M 0.01%
27,982
+17,913
536
$2.21M 0.01%
13,326
-3,121
537
$2.21M 0.01%
118,613
+5,190
538
$2.2M 0.01%
+83,247
539
$2.18M 0.01%
54,241
-4,827
540
$2.17M 0.01%
+63,162
541
$2.15M 0.01%
219,873
+54,403
542
$2.15M 0.01%
142,251
+29,978
543
$2.14M 0.01%
66,372
-137,573
544
$2.1M 0.01%
139,147
+100,487
545
$2.09M 0.01%
9,858
-2,114
546
$2.05M 0.01%
47,764
-14,297
547
$2.05M 0.01%
29,915
+16,159
548
$2.05M 0.01%
304,693
-185,836
549
$2.04M 0.01%
142,495
-518
550
$2.02M 0.01%
196,339
-20,547
20 21
22
23 24