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
326
$8.77M 0.06%
932,422
-191,800
327
$8.67M 0.06%
+133,850
328
$8.61M 0.06%
198,307
+31,537
329
$8.61M 0.06%
1,370,375
+472,241
330
$8.59M 0.06%
591,524
+31,610
331
$8.56M 0.06%
98,370
+59,396
332
$8.5M 0.06%
131,438
-19,793
333
$8.46M 0.06%
76,625
+73,536
334
$8.44M 0.06%
114,687
+98,804
335
$8.42M 0.06%
351,411
+50,016
336
$8.33M 0.06%
99,793
+93,153
337
$8.17M 0.06%
1,006,479
-54,075
338
$8.12M 0.06%
372,846
+228,480
339
$8.09M 0.05%
677,108
+268,727
340
$8.02M 0.05%
457,801
-1,554
341
$7.89M 0.05%
217,342
+4,397
342
$7.88M 0.05%
208,851
+19,309
343
$7.84M 0.05%
127,034
-131,882
344
$7.84M 0.05%
+87,038
345
$7.78M 0.05%
71,924
-324,653
346
$7.78M 0.05%
123,025
-138,243
347
$7.75M 0.05%
229,416
-50,085
348
$7.73M 0.05%
266,605
-29,842
349
$7.68M 0.05%
163,222
-43,446
350
$7.61M 0.05%
+371,347
12 13
14
15 16