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
176
$22.1M 0.15%
1,305,986
+234,370
177
$21.8M 0.15%
942,007
-28,526
178
$21.7M 0.15%
348,588
+83,390
179
$21.7M 0.15%
428,302
-90,531
180
$21.5M 0.15%
525,293
+190,920
181
$21.2M 0.14%
113,712
+67,513
182
$21M 0.14%
1,242,790
-4,710
183
$21M 0.14%
896,459
-14,964
184
$21M 0.14%
1,979,236
-152,241
185
$20.9M 0.14%
379,027
-42,138
186
$20.8M 0.14%
123,675
+88,405
187
$20.6M 0.14%
954,644
-119,765
188
$20.5M 0.14%
176,685
+144,381
189
$20.1M 0.14%
127,557
+100,109
190
$20.1M 0.14%
640,476
-19,549
191
$20M 0.14%
1,220,080
-91,476
192
$19.8M 0.13%
1,557,995
-66,875
193
$19.6M 0.13%
+414,840
194
$19.3M 0.13%
2,864,420
+96,364
195
$19.2M 0.13%
650,673
+34,432
196
$19.1M 0.13%
+1,884,670
197
$19.1M 0.13%
75,938
-13,269
198
$19.1M 0.13%
243,123
-9,682
199
$19M 0.13%
608,691
-829,757
200
$18.8M 0.13%
179,763
-86,832
6 7
8
9 10