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
+$1.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$84.6M
3
+$72.9M
4
LRCX icon
Lam Research
LRCX
+$64.5M
5
SBAC icon
SBA Communications
SBAC
+$61.7M

Top Sells

1
+$104M
2
+$95.8M
3
+$74.7M
4
SYF icon
Synchrony
SYF
+$65.5M
5
ICE icon
Intercontinental Exchange
ICE
+$59.4M

Sector Composition

1 Technology 21.94%
2 Healthcare 13.54%
3 Financials 13.08%
4 Consumer Discretionary 12.97%
5 Communication Services 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.8M 0.07%
523,424
+16,015
277
$10.8M 0.07%
2,099,934
+436,882
278
$10.7M 0.07%
168,562
+75,803
279
$10.7M 0.07%
449,904
+38,620
280
$10.7M 0.07%
128,121
-98,590
281
$10.7M 0.07%
70,316
-45,260
282
$10.6M 0.07%
1,571,421
+432,565
283
$10.6M 0.07%
612,113
+370,618
284
$10.6M 0.07%
128,828
-145,348
285
$10.6M 0.07%
1,034,066
-134,737
286
$10.5M 0.07%
203,364
+37,080
287
$10.4M 0.07%
256,336
+102,946
288
$10.4M 0.07%
86,637
-18,975
289
$10.4M 0.07%
293,967
-900,239
290
$10.3M 0.07%
141,679
-5,937
291
$10.2M 0.07%
419,835
-144,289
292
$10.2M 0.07%
511,214
+114,349
293
$10.1M 0.07%
+661,938
294
$10.1M 0.07%
606,365
+18,857
295
$10.1M 0.07%
88,058
-3,870
296
$9.98M 0.07%
231,808
+23,340
297
$9.84M 0.07%
475,345
+452,877
298
$9.8M 0.07%
216,321
+102,218
299
$9.73M 0.07%
578,535
+94,262
300
$9.71M 0.07%
585,322
+99,725
10 11
12
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