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
151
$27.7M 0.19%
541,565
-682,331
152
$27.5M 0.19%
662,272
-367,890
153
$27.3M 0.19%
1,549,998
-40,207
154
$26.6M 0.18%
178,693
+152,518
155
$26.2M 0.18%
1,124,807
-82,531
156
$26.1M 0.18%
1,639,183
+552,681
157
$26.1M 0.18%
689,721
+177,746
158
$25.7M 0.17%
313,680
+145,357
159
$25.5M 0.17%
597,545
+231
160
$25.3M 0.17%
938,546
-245,351
161
$24.6M 0.17%
539,751
+100,617
162
$24.4M 0.16%
703,266
-16,292
163
$24.2M 0.16%
290,239
-62,052
164
$23.8M 0.16%
623,590
-38,822
165
$23.3M 0.16%
262,590
-21,596
166
$23.1M 0.16%
1,553,150
-97,119
167
$23M 0.16%
803,168
+431,571
168
$23M 0.16%
1,343,976
-31,290
169
$23M 0.16%
631,890
-1,232
170
$22.9M 0.16%
839,602
-116,989
171
$22.9M 0.16%
57,174
-21,396
172
$22.9M 0.15%
57,065
-156
173
$22.7M 0.15%
824,787
-58,264
174
$22.4M 0.15%
413,833
-7,726
175
$22.1M 0.15%
157,785
-19,803
5 6
7
8 9