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
576
$1.78M 0.01%
93,579
-7,577
577
$1.77M 0.01%
28,921
+14,718
578
$1.77M 0.01%
38,488
-99,515
579
$1.77M 0.01%
49,791
-2,777
580
$1.77M 0.01%
76,780
-3,801
581
$1.77M 0.01%
12,450
-134,450
582
$1.76M 0.01%
409,469
+357,723
583
$1.76M 0.01%
345,170
+68,231
584
$1.76M 0.01%
38,314
-1,377
585
$1.76M 0.01%
76,652
+56,699
586
$1.75M 0.01%
59,439
+19,882
587
$1.75M 0.01%
27,107
-20,350
588
$1.75M 0.01%
127,314
-46,555
589
$1.71M 0.01%
39,951
-375,070
590
$1.7M 0.01%
325,255
-5,591
591
$1.69M 0.01%
196,615
+77,890
592
$1.69M 0.01%
260,310
-43,689
593
$1.69M 0.01%
64,770
-119,308
594
$1.68M 0.01%
144,725
-122,589
595
$1.66M 0.01%
12,282
-32,384
596
$1.65M 0.01%
433,465
-98,790
597
$1.65M 0.01%
9,347
-479
598
$1.61M 0.01%
113,540
-31,080
599
$1.58M 0.01%
194,303
-23,804
600
$1.57M 0.01%
68,523
+7,246
22 23
24
25 26