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
1076
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-594,108
1077
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-932,878
1078
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-261,704
1079
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-133,831
1080
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-83,360
1081
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-51,401
1082
– –
-129,539
1083
– –
-321,717
1084
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-42,793
1085
– –
-544,238
1086
– –
-15,498
1087
– –
-43,715
1088
– –
-228,449
1089
– –
-204,586
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