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 26.09%
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
1001
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-27,721
1002
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-67,743
1003
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1004
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-62,367
1005
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-35,077
1006
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-27,139
1007
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-68,225
1008
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-8,359
1009
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-16,544
1010
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-28,741
1011
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-241,488
1012
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-19,413
1013
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-260,829
1014
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-91,257
1015
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-8,927
1016
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-707,215
1017
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-78,311
1018
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-40,162
1019
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-24,736
1020
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-97,645
1021
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-26,540
1022
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-369,583
1023
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-709,379
1024
– –
-94,938
1025
– –
-20,755
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