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
551
$2.62M 0.02%
197,369
+65,278
552
$2.61M 0.02%
28,294
+4,879
553
$2.61M 0.02%
41,201
+7,742
554
$2.55M 0.02%
24,709
+22,448
555
$2.51M 0.02%
23,364
-539
556
$2.49M 0.02%
46,253
+2,482
557
$2.46M 0.02%
63,216
-50,124
558
$2.45M 0.02%
8,822
-646
559
$2.43M 0.02%
40,606
+33,565
560
$2.42M 0.02%
+358,548
561
$2.42M 0.02%
21,588
-87,419
562
$2.41M 0.02%
88,848
-21,374
563
$2.38M 0.02%
68,822
-16,061
564
$2.34M 0.02%
145,869
+45,576
565
$2.34M 0.02%
72,484
-2,945
566
$2.32M 0.02%
270,748
+45,128
567
$2.31M 0.02%
89,166
-5,039
568
$2.28M 0.02%
73,817
+47,542
569
$2.27M 0.02%
127,371
+36,930
570
$2.23M 0.02%
+30,058
571
$2.23M 0.02%
23,811
-6,773
572
$2.23M 0.02%
152,091
-14,794
573
$2.21M 0.02%
+51,319
574
$2.2M 0.01%
125,919
+19,294
575
$2.19M 0.01%
634,438
-2,066,473
21 22
23
24 25