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
626
$1.4M 0.01%
61,683
-1,000,226
627
$1.39M 0.01%
273,239
-9,208
628
$1.36M 0.01%
48,144
+130
629
$1.35M 0.01%
5,876
+1,088
630
$1.35M 0.01%
390,414
-116,952
631
$1.34M 0.01%
9,907
632
$1.34M 0.01%
43,800
-287
633
$1.34M 0.01%
235,075
-65,540
634
$1.33M 0.01%
63,624
-2,131
635
$1.33M 0.01%
+14,286
636
$1.33M 0.01%
15,914
-8,300
637
$1.32M 0.01%
39,349
-14,955
638
$1.29M 0.01%
96,675
-290,538
639
$1.28M 0.01%
11,558
-4,573
640
$1.28M 0.01%
54,656
-38,358
641
$1.27M 0.01%
59,887
-179,578
642
$1.27M 0.01%
104,349
+754
643
$1.26M 0.01%
+20,207
644
$1.25M 0.01%
45,499
+17,413
645
$1.25M 0.01%
328,607
-9,637
646
$1.24M 0.01%
76,692
+4,481
647
$1.24M 0.01%
+24,170
648
$1.23M 0.01%
14,330
-932,656
649
$1.22M 0.01%
197,992
-10,063
650
$1.21M 0.01%
+48,100
24 25
26
27 28