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
926
$89.9K ﹤0.01%
18,227
-38,506
927
$89.8K ﹤0.01%
3,959
-545
928
$85.4K ﹤0.01%
20,629
-116,683
929
$83.1K ﹤0.01%
29,459
-411,811
930
$70.6K ﹤0.01%
11,217
-524,151
931
$35.3K ﹤0.01%
+23,692
932
$32K ﹤0.01%
28,791
-1,559
933
$23.4K ﹤0.01%
3,308
-7,390
934
$8.09K ﹤0.01%
+3,678
935
– –
-47,373
936
– –
-200,808
937
– –
-10,134
938
– –
-16,281
939
– –
-260,391
940
– –
-36,667
941
– –
-53,685
942
– –
-194,504
943
– –
-5,746
944
– –
-41,851
945
– –
-120,176
946
– –
-17,021
947
– –
-17,755
948
– –
-1,252,535
949
– –
-140,407
950
– –
-28,741
36 37
38
39 40