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
676
$1.04M 0.01%
22,234
-1,605
677
$1.02M 0.01%
12,422
-30,615
678
$1.02M 0.01%
13,282
+8,757
679
$1.01M 0.01%
31,647
+2,541
680
$1.01M 0.01%
36,550
+6,658
681
$995K 0.01%
58,400
682
$993K 0.01%
18,709
-1,013
683
$981K 0.01%
+9,385
684
$975K 0.01%
77,726
+17,051
685
$974K 0.01%
+104,358
686
$934K 0.01%
37,425
-73,749
687
$926K 0.01%
26,589
688
$918K 0.01%
51,981
-2,758
689
$915K 0.01%
121,154
-58,073
690
$912K 0.01%
9,631
-32,605
691
$910K 0.01%
+146,019
692
$907K 0.01%
153,666
-525,155
693
$904K 0.01%
+21,915
694
$902K 0.01%
+38,126
695
$898K 0.01%
100,967
-4,442
696
$897K 0.01%
+70,850
697
$897K 0.01%
18,352
-25,754
698
$880K 0.01%
137,711
-13,486
699
$879K 0.01%
+1,469
700
$875K 0.01%
54,563
-1,041
26 27
28
29 30