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
901
$214K ﹤0.01%
10,677
-6,465
902
$209K ﹤0.01%
46,627
-2,704
903
$208K ﹤0.01%
+101,221
904
$206K ﹤0.01%
+4,775
905
$206K ﹤0.01%
25,290
-38,091
906
$204K ﹤0.01%
9,234
-431
907
$201K ﹤0.01%
+1,451
908
$201K ﹤0.01%
+7,844
909
$200K ﹤0.01%
6,721
-23
910
$198K ﹤0.01%
+69,522
911
$196K ﹤0.01%
97,631
-159,004
912
$191K ﹤0.01%
18,642
-53,650
913
$182K ﹤0.01%
+161,400
914
$179K ﹤0.01%
+31,303
915
$166K ﹤0.01%
+21,900
916
$149K ﹤0.01%
21,374
-260,462
917
$149K ﹤0.01%
27,085
-5,581
918
$146K ﹤0.01%
14,620
-113,825
919
$144K ﹤0.01%
+12,143
920
$137K ﹤0.01%
30,112
-100,900
921
$134K ﹤0.01%
15,103
-92,035
922
$131K ﹤0.01%
15,007
-555,818
923
$127K ﹤0.01%
51,828
-28,091
924
$122K ﹤0.01%
13,508
-89,084
925
$118K ﹤0.01%
24,361
-7,199
35 36
37
38 39