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
376
$6.83M 0.05%
356,001
+40,671
377
$6.8M 0.05%
240,050
+127,714
378
$6.78M 0.05%
355,767
+15,865
379
$6.74M 0.05%
669,612
+226,665
380
$6.72M 0.05%
679,246
-14,753
381
$6.7M 0.05%
219,538
+44,809
382
$6.7M 0.05%
+61,797
383
$6.7M 0.05%
521,553
+43,921
384
$6.69M 0.05%
346,092
+225,794
385
$6.69M 0.05%
426,151
+363,907
386
$6.68M 0.05%
139,777
+66,503
387
$6.66M 0.05%
121,118
+14,668
388
$6.64M 0.05%
663,149
+64,194
389
$6.62M 0.04%
176,501
-81,090
390
$6.49M 0.04%
197,991
-2,285
391
$6.47M 0.04%
90,744
+13,013
392
$6.46M 0.04%
+65,670
393
$6.46M 0.04%
96,387
+88,586
394
$6.44M 0.04%
+159,723
395
$6.39M 0.04%
361,146
+261,643
396
$6.29M 0.04%
191,335
+5,057
397
$6.1M 0.04%
269,568
+39,536
398
$6.09M 0.04%
54,468
-19,552
399
$6.03M 0.04%
669,703
+591,046
400
$5.93M 0.04%
179,534
+63,748
14 15
16
17 18