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
601
$1.57M 0.01%
58,991
-2,047
602
$1.57M 0.01%
48,250
-4,262
603
$1.56M 0.01%
60,393
-671
604
$1.55M 0.01%
47,589
+11,245
605
$1.54M 0.01%
+6,545
606
$1.52M 0.01%
297,901
-80,291
607
$1.51M 0.01%
462,487
-144,507
608
$1.51M 0.01%
42,159
+2,529
609
$1.5M 0.01%
44,658
-158,376
610
$1.5M 0.01%
4,545
-137,602
611
$1.5M 0.01%
130,047
+3,994
612
$1.5M 0.01%
10,105
-14,758
613
$1.49M 0.01%
2,018,615
+1,971,603
614
$1.49M 0.01%
34,081
615
$1.49M 0.01%
26,215
-1,154
616
$1.48M 0.01%
+32,783
617
$1.48M 0.01%
+143,584
618
$1.47M 0.01%
209,707
-29,099
619
$1.47M 0.01%
48,175
-6,831
620
$1.44M 0.01%
6,836
+3,415
621
$1.43M 0.01%
13,778
-810,215
622
$1.43M 0.01%
12,947
+5,437
623
$1.42M 0.01%
+13,642
624
$1.4M 0.01%
+215,485
625
$1.4M 0.01%
8,541
+4,201
23 24
25
26 27