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
826
$398K ﹤0.01%
+4,655
827
$395K ﹤0.01%
+17,723
828
$395K ﹤0.01%
+11,606
829
$390K ﹤0.01%
10,055
-161
830
$382K ﹤0.01%
9,033
-20,064
831
$381K ﹤0.01%
137,694
-125,312
832
$376K ﹤0.01%
264,672
-375,927
833
$376K ﹤0.01%
13,089
-202,849
834
$374K ﹤0.01%
+55,736
835
$372K ﹤0.01%
20,645
-1,013
836
$369K ﹤0.01%
117,524
-12,265
837
$368K ﹤0.01%
15,464
-925
838
$356K ﹤0.01%
7,814
-398
839
$353K ﹤0.01%
+4,406
840
$347K ﹤0.01%
+103,095
841
$345K ﹤0.01%
13,222
+3,957
842
$345K ﹤0.01%
2,269
-32,367
843
$341K ﹤0.01%
21,690
-2,849
844
$337K ﹤0.01%
4,048
-863
845
$337K ﹤0.01%
6,246
-168
846
$333K ﹤0.01%
11,320
-8,210
847
$330K ﹤0.01%
9,000
+74
848
$329K ﹤0.01%
21,434
-4,478
849
$328K ﹤0.01%
32,869
-1,778
850
$327K ﹤0.01%
+93,432
32 33
34
35 36