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
1026
– –
-6,658
1027
– –
-5,412
1028
– –
-22,952
1029
– –
-11,246
1030
– –
-69,317
1031
– –
-287,194
1032
– –
-13,335
1033
– –
-42,384
1034
– –
-4,783
1035
– –
-36,498
1036
– –
-157,853
1037
– –
-33,532
1038
– –
-14,348
1039
– –
-26,445
1040
– –
-26,515
1041
– –
-46,490
1042
– –
-100,809
1043
– –
-51,014
1044
– –
-234,400
1045
– –
-7,947
1046
– –
-18,712
1047
– –
-7,374
1048
– –
-21,276
1049
– –
-69,156
1050
– –
-15,344
40 41
42
43 44