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
126
$34.7M 0.23%
715,844
-2,761
127
$34.5M 0.23%
233,484
+51,277
128
$34.4M 0.23%
292,824
+1,619
129
$34.4M 0.23%
1,118,622
+661,382
130
$34.1M 0.23%
401,955
+357,647
131
$33.9M 0.23%
561,764
-5,397
132
$33.6M 0.23%
881,356
+328,493
133
$32.8M 0.22%
1,794,044
-108,222
134
$32.6M 0.22%
136,630
+110,861
135
$32M 0.22%
1,195,561
-60,917
136
$32M 0.22%
+1,335,016
137
$31.5M 0.21%
588,227
+25,967
138
$31.4M 0.21%
472,960
+21,839
139
$31.3M 0.21%
1,145,615
+273,667
140
$31.1M 0.21%
444,425
-31,368
141
$30.7M 0.21%
4,174,612
+1,128,426
142
$30.6M 0.21%
661,083
+440,203
143
$30.6M 0.21%
486,695
-360
144
$30.3M 0.21%
266,734
+19,290
145
$29.8M 0.2%
223,049
+128,113
146
$29.2M 0.2%
412,715
+5,229
147
$28.7M 0.19%
349,335
+27,741
148
$28.6M 0.19%
199,178
+4,383
149
$28.4M 0.19%
1,243,478
-37,393
150
$27.8M 0.19%
681,438
-201,002
4 5
6
7 8