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
801
$468K ﹤0.01%
7,242
-4,882
802
$460K ﹤0.01%
+25,608
803
$459K ﹤0.01%
2,965
-5,037
804
$454K ﹤0.01%
19,056
-448
805
$451K ﹤0.01%
14,760
-7,556
806
$450K ﹤0.01%
20,791
-59,186
807
$449K ﹤0.01%
+3,248
808
$449K ﹤0.01%
11,207
-868
809
$447K ﹤0.01%
+36,335
810
$444K ﹤0.01%
30,222
-23,035
811
$429K ﹤0.01%
249,308
+4,592
812
$426K ﹤0.01%
6,229
-3,102
813
$425K ﹤0.01%
+31,407
814
$424K ﹤0.01%
630,579
+29,502
815
$422K ﹤0.01%
13,697
-92,497
816
$419K ﹤0.01%
42,214
+482
817
$418K ﹤0.01%
+16,312
818
$417K ﹤0.01%
19,146
-3,002
819
$417K ﹤0.01%
9,106
+154
820
$413K ﹤0.01%
22,072
-32,350
821
$412K ﹤0.01%
19,471
-2,374
822
$410K ﹤0.01%
5,644
-588
823
$404K ﹤0.01%
+11,643
824
$402K ﹤0.01%
37,858
-5,467
825
$398K ﹤0.01%
201,225
-74,828
31 32
33
34 35