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
776
$562K ﹤0.01%
+6,859
777
$556K ﹤0.01%
19,476
778
$555K ﹤0.01%
19,690
-47,682
779
$547K ﹤0.01%
25,699
-252,486
780
$540K ﹤0.01%
25,504
+6,656
781
$536K ﹤0.01%
+11,778
782
$531K ﹤0.01%
+57,457
783
$526K ﹤0.01%
16,012
-1,222
784
$523K ﹤0.01%
+19,003
785
$523K ﹤0.01%
22,231
-471
786
$520K ﹤0.01%
+2,249
787
$517K ﹤0.01%
15,521
-25,024
788
$511K ﹤0.01%
15,741
+145
789
$509K ﹤0.01%
+14,988
790
$509K ﹤0.01%
105,990
-117,115
791
$505K ﹤0.01%
93,046
-9,472
792
$499K ﹤0.01%
17,775
-9,469
793
$498K ﹤0.01%
27,399
794
$493K ﹤0.01%
31,967
-72,803
795
$487K ﹤0.01%
28,453
796
$481K ﹤0.01%
69,743
-31,401
797
$480K ﹤0.01%
50,791
-10,110
798
$475K ﹤0.01%
+3,544
799
$473K ﹤0.01%
14,888
-947
800
$472K ﹤0.01%
12,634
+4,418
30 31
32
33 34