Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$132M
2
+$117M
3
+$100M
4
FIS icon
Fidelity National Information Services
FIS
+$94.3M
5
FDX icon
FedEx
FDX
+$91.4M

Top Sells

1
+$97.2M
2
+$94.2M
3
+$82.9M
4
GILD icon
Gilead Sciences
GILD
+$73.9M
5
SNOW icon
Snowflake
SNOW
+$51.2M

Sector Composition

1 Technology 26.09%
2 Financials 15.5%
3 Healthcare 14.12%
4 Consumer Discretionary 11.36%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-82,341
952
– –
-67,743
953
– –
-24,160
954
– –
-6,658
955
– –
-27,721
956
– –
-5,746
957
– –
-8,927
958
– –
-707,215
959
– –
-4,884
960
– –
-245,135
961
– –
-183,867
962
– –
-437,094
963
– –
-1,204,311
964
– –
-638,205
965
– –
-55,621
966
– –
-19,869
967
– –
-30,080
968
– –
-14,317
969
– –
-35,484
970
– –
-42,564
971
– –
-475,032
972
– –
-13,136
973
– –
-19,085
974
– –
-24,372
975
– –
-196,633
37 38
39
40 41