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
426
$5.1M 0.03%
111,293
+12,775
427
$5.05M 0.03%
+74,862
428
$5M 0.03%
73,465
+43,568
429
$4.99M 0.03%
9,713
-7,212
430
$4.99M 0.03%
252,823
+22,351
431
$4.98M 0.03%
104,615
-26,778
432
$4.94M 0.03%
49,385
+9,686
433
$4.89M 0.03%
+54,401
434
$4.86M 0.03%
16,497
+15,495
435
$4.86M 0.03%
+102,121
436
$4.86M 0.03%
131,488
+63,303
437
$4.86M 0.03%
207,437
+49,694
438
$4.85M 0.03%
173,592
+8,740
439
$4.84M 0.03%
367,879
+54,548
440
$4.8M 0.03%
294,386
-131,325
441
$4.78M 0.03%
628,475
+189,221
442
$4.78M 0.03%
131,258
-42,853
443
$4.77M 0.03%
143,673
+11,325
444
$4.77M 0.03%
221,634
-486,854
445
$4.63M 0.03%
94,375
-67,223
446
$4.61M 0.03%
54,857
+6,859
447
$4.58M 0.03%
295,276
-347,199
448
$4.57M 0.03%
+144,483
449
$4.54M 0.03%
790,149
-348,462
450
$4.54M 0.03%
215,016
+143,273
16 17
18
19 20