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
701
$867K 0.01%
2,526
702
$863K 0.01%
238,461
+132,061
703
$859K 0.01%
308,966
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704
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85,278
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705
$857K 0.01%
11,305
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706
$828K 0.01%
9,430
-36,134
707
$822K 0.01%
47,697
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708
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709
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-233,028
710
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539,024
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712
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25,270
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713
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85,299
-62,530
714
$798K 0.01%
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715
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716
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717
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7,652
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126,378
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720
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31,707
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721
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33,587
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722
$751K 0.01%
20,551
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723
$747K 0.01%
29,188
-27,718
724
$743K 0.01%
172,903
+107,944
725
$740K 0.01%
196
-210
27 28
29
30 31