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
401
$5.81M 0.04%
134,365
+130,064
402
$5.73M 0.04%
105,594
+6,871
403
$5.7M 0.04%
324,932
+241,411
404
$5.67M 0.04%
+54,310
405
$5.66M 0.04%
221,513
-532,698
406
$5.65M 0.04%
369,279
-358,906
407
$5.64M 0.04%
+68,943
408
$5.63M 0.04%
652,547
+14,647
409
$5.62M 0.04%
+4,057
410
$5.62M 0.04%
47,300
-12,723
411
$5.56M 0.04%
626,568
+235,476
412
$5.54M 0.04%
222,069
-1,003,323
413
$5.49M 0.04%
134,618
-19,479
414
$5.49M 0.04%
69,566
+3,502
415
$5.45M 0.04%
90,376
-140,572
416
$5.39M 0.04%
192,525
+56,709
417
$5.37M 0.04%
125,818
-90,050
418
$5.33M 0.04%
30,174
-59,194
419
$5.31M 0.04%
82,998
-55,350
420
$5.29M 0.04%
+157,198
421
$5.28M 0.04%
23,283
-6,828
422
$5.26M 0.04%
372,799
+17,939
423
$5.24M 0.04%
172,552
+34,318
424
$5.13M 0.03%
110,611
+24,148
425
$5.1M 0.03%
+127,223
15 16
17
18 19