Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
1051
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-7,374
1052
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-21,276
1053
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-69,156
1054
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-15,344
1055
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-5,809
1056
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-115,737
1057
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-301,066
1058
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-131,423
1059
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-113,483
1060
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-14,702
1061
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-86,948
1062
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-2,436
1063
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-103,585
1064
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-10,542
1065
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-41,851
1066
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-120,176
1067
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-17,021
1068
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-17,755
1069
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-1,252,535
1070
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-8,547
1071
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-19,169
1072
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-11,072
1073
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-487,313
1074
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-9,713
1075
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-146,956
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