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
501
$3.51M 0.02%
39,872
-236,193
502
$3.49M 0.02%
18,043
+8,199
503
$3.46M 0.02%
140,416
-234,848
504
$3.45M 0.02%
21,053
+18,642
505
$3.45M 0.02%
124,344
+34,157
506
$3.43M 0.02%
+62,897
507
$3.42M 0.02%
+11,720
508
$3.42M 0.02%
319,374
+738
509
$3.36M 0.02%
+24,630
510
$3.36M 0.02%
26,539
+19,146
511
$3.34M 0.02%
72,133
+23,227
512
$3.33M 0.02%
961,520
+222,100
513
$3.32M 0.02%
289,412
+31,257
514
$3.32M 0.02%
51,127
+474
515
$3.31M 0.02%
152,596
+16,405
516
$3.31M 0.02%
492,868
+287,056
517
$3.29M 0.02%
318,140
+15,240
518
$3.26M 0.02%
1,631,384
+392,090
519
$3.25M 0.02%
393,945
+315,532
520
$3.24M 0.02%
11,066
-3,358
521
$3.21M 0.02%
241,850
-2,907
522
$3.2M 0.02%
377,688
+55,850
523
$3.2M 0.02%
65,992
-3,869
524
$3.19M 0.02%
374,895
+103,806
525
$3.18M 0.02%
204,157
+182,447
19 20
21
22 23