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
726
$739K 0.01%
26,310
-202,145
727
$723K ﹤0.01%
25,666
728
$722K ﹤0.01%
+85,684
729
$716K ﹤0.01%
39,798
-4,691
730
$715K ﹤0.01%
14,016
-62,847
731
$713K ﹤0.01%
+97,896
732
$708K ﹤0.01%
+1,272
733
$694K ﹤0.01%
110,277
+92,035
734
$693K ﹤0.01%
9,845
+1,908
735
$692K ﹤0.01%
30,148
-107,529
736
$688K ﹤0.01%
47,905
-143,086
737
$687K ﹤0.01%
35,092
-295
738
$685K ﹤0.01%
+15,229
739
$661K ﹤0.01%
+28,073
740
$660K ﹤0.01%
19,725
-465
741
$658K ﹤0.01%
13,851
+621
742
$652K ﹤0.01%
+30,165
743
$647K ﹤0.01%
61,287
+40,847
744
$645K ﹤0.01%
30,388
-422
745
$643K ﹤0.01%
29,882
-10,542
746
$639K ﹤0.01%
15,331
-3,807
747
$638K ﹤0.01%
25,044
-87,200
748
$636K ﹤0.01%
+123,996
749
$635K ﹤0.01%
53,604
-5,236
750
$631K ﹤0.01%
54,026
28 29
30
31 32