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
876
$255K ﹤0.01%
25,108
-36,402
877
$253K ﹤0.01%
87,481
878
$252K ﹤0.01%
108,071
-2,739,343
879
$248K ﹤0.01%
14,007
+235
880
$248K ﹤0.01%
1,672
-1,824
881
$247K ﹤0.01%
+4,464
882
$247K ﹤0.01%
+10,437
883
$245K ﹤0.01%
+17,809
884
$245K ﹤0.01%
73,222
-9,547
885
$241K ﹤0.01%
3,331
-125,881
886
$239K ﹤0.01%
49,448
-51,394
887
$238K ﹤0.01%
13,498
-5,702
888
$237K ﹤0.01%
14,842
+3,265
889
$237K ﹤0.01%
202,202
-55,259
890
$231K ﹤0.01%
26,619
-800
891
$231K ﹤0.01%
20,228
-41,596
892
$229K ﹤0.01%
+8,473
893
$225K ﹤0.01%
1,794
894
$223K ﹤0.01%
3,797
+60
895
$217K ﹤0.01%
7,695
-8,366
896
$217K ﹤0.01%
+73,167
897
$216K ﹤0.01%
4,960
-41,059
898
$216K ﹤0.01%
+2,998
899
$215K ﹤0.01%
16,320
+761
900
$215K ﹤0.01%
+4,394
34 35
36
37 38