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
476
$4.11M 0.03%
29,987
-45,566
477
$4.1M 0.03%
281,033
+11,098
478
$4.09M 0.03%
294,502
+6,024
479
$4.07M 0.03%
504,006
+200,390
480
$4.05M 0.03%
216,914
+92,989
481
$4.01M 0.03%
266,796
+10,968
482
$3.97M 0.03%
189,881
+141,892
483
$3.96M 0.03%
593,541
+307,331
484
$3.91M 0.03%
25,517
-7,498
485
$3.9M 0.03%
+115,339
486
$3.86M 0.03%
162,523
+17,947
487
$3.83M 0.03%
190,077
+65,847
488
$3.79M 0.03%
333,440
-41,491
489
$3.79M 0.03%
78,865
+3,465
490
$3.7M 0.03%
+58,810
491
$3.69M 0.03%
151,498
-4,914
492
$3.68M 0.03%
81,511
+7,050
493
$3.67M 0.02%
82,812
-253
494
$3.65M 0.02%
364,171
-20,645
495
$3.64M 0.02%
842,126
+150,875
496
$3.59M 0.02%
+37,379
497
$3.53M 0.02%
+57,350
498
$3.53M 0.02%
75,992
+18,448
499
$3.52M 0.02%
194,052
-120,988
500
$3.52M 0.02%
+107,566
18 19
20
21 22