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
751
$628K ﹤0.01%
+14,079
752
$620K ﹤0.01%
+69,382
753
$618K ﹤0.01%
80,863
-34,963
754
$615K ﹤0.01%
27,123
+16,531
755
$612K ﹤0.01%
35,131
-75,924
756
$605K ﹤0.01%
+15,059
757
$604K ﹤0.01%
100,639
-93,529
758
$604K ﹤0.01%
62,549
-40,231
759
$600K ﹤0.01%
84,182
-534,140
760
$600K ﹤0.01%
16,801
-1,002
761
$597K ﹤0.01%
15,152
762
$595K ﹤0.01%
8,361
-334
763
$594K ﹤0.01%
7,912
764
$593K ﹤0.01%
46,790
-41,232
765
$592K ﹤0.01%
+27,888
766
$591K ﹤0.01%
49,792
767
$591K ﹤0.01%
17,047
-552
768
$584K ﹤0.01%
89,690
+78,424
769
$581K ﹤0.01%
78,151
-18,742
770
$581K ﹤0.01%
17,712
+6,024
771
$580K ﹤0.01%
37,642
-20,717
772
$574K ﹤0.01%
76,000
-1,301
773
$573K ﹤0.01%
16,182
-4,356
774
$568K ﹤0.01%
+3,246
775
$563K ﹤0.01%
67,625
-2,140
29 30
31
32 33