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
351
$7.59M 0.05%
+285,801
352
$7.55M 0.05%
197,343
+7,985
353
$7.54M 0.05%
+229,144
354
$7.53M 0.05%
61,437
-137,695
355
$7.43M 0.05%
605,868
-118,736
356
$7.4M 0.05%
1,637,076
+45,076
357
$7.4M 0.05%
+65,111
358
$7.37M 0.05%
56,291
+22,726
359
$7.36M 0.05%
894,614
+120,552
360
$7.36M 0.05%
171,840
+13,835
361
$7.35M 0.05%
77,483
+62,418
362
$7.34M 0.05%
227,124
-134,588
363
$7.34M 0.05%
7,187
-2,068
364
$7.33M 0.05%
823,213
+333,759
365
$7.23M 0.05%
92,950
+3,953
366
$7.22M 0.05%
345,622
-1,008,030
367
$7.18M 0.05%
266,173
+16,916
368
$7.16M 0.05%
178,519
+19,260
369
$7.14M 0.05%
+193,065
370
$7.05M 0.05%
500,346
+51,887
371
$6.99M 0.05%
241,228
+28,467
372
$6.97M 0.05%
179,521
-11,943
373
$6.94M 0.05%
501,407
+47,325
374
$6.94M 0.05%
251,271
-123,704
375
$6.84M 0.05%
94,555
-67,365
13 14
15
16 17