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
651
$1.21M 0.01%
29,107
-312
652
$1.2M 0.01%
72,422
-579
653
$1.2M 0.01%
104,224
-40,386
654
$1.2M 0.01%
22,986
+20,906
655
$1.19M 0.01%
54,060
-3,111
656
$1.18M 0.01%
343,348
-812,916
657
$1.17M 0.01%
196,723
+5,261
658
$1.16M 0.01%
2,014,767
-28,049
659
$1.16M 0.01%
30,855
660
$1.14M 0.01%
46,670
-7,698
661
$1.12M 0.01%
31,990
-2,920
662
$1.11M 0.01%
83,536
-22,108
663
$1.11M 0.01%
32,448
-7,894
664
$1.1M 0.01%
114,171
+11,332
665
$1.09M 0.01%
137,645
-109,835
666
$1.09M 0.01%
6,059
-82,813
667
$1.09M 0.01%
33,126
-40,054
668
$1.08M 0.01%
115,115
+12,047
669
$1.07M 0.01%
46,435
-3,636
670
$1.06M 0.01%
274,525
+79,439
671
$1.06M 0.01%
23,912
672
$1.06M 0.01%
661,892
-432,426
673
$1.05M 0.01%
13,609
+9,988
674
$1.05M 0.01%
230,942
-103,090
675
$1.04M 0.01%
+7,660
25 26
27
28 29