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
1026
– –
-42,384
1027
– –
-4,783
1028
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-36,498
1029
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-157,853
1030
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-33,532
1031
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-14,348
1032
– –
-26,445
1033
– –
-26,515
1034
– –
-9,298
1035
– –
-100,809
1036
– –
-51,014
1037
– –
-106,939
1038
– –
-89,299
1039
– –
-57,975
1040
– –
-33,787
1041
– –
-9,588
1042
– –
-24,134
1043
– –
-57,651
1044
– –
-234,400
1045
– –
-3,829
1046
– –
-42,211
1047
– –
-32,348
1048
– –
-2,435
1049
– –
-18,712
1050
– –
-7,374
40 41
42
43 44