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
576
$2.19M 0.01%
+13,390
577
$2.19M 0.01%
362,426
-25,491
578
$2.18M 0.01%
34,296
+8,333
579
$2.18M 0.01%
+117,992
580
$2.16M 0.01%
79,029
+254
581
$2.15M 0.01%
57,751
+6,963
582
$2.13M 0.01%
5,132
-25,256
583
$2.13M 0.01%
44,921
-88,273
584
$2.12M 0.01%
86,992
-47,915
585
$2.08M 0.01%
26,683
-197
586
$2.07M 0.01%
12,460
587
$2.06M 0.01%
312,641
+10,347
588
$2.06M 0.01%
50,354
+13,043
589
$2.05M 0.01%
10,218
-1,402
590
$2.04M 0.01%
93,965
+58,730
591
$2.03M 0.01%
79,381
+5,617
592
$2.01M 0.01%
564,043
+11,863
593
$2.01M 0.01%
16,676
+13,405
594
$1.99M 0.01%
241,596
+215,393
595
$1.99M 0.01%
36,721
+11,886
596
$1.99M 0.01%
+74,465
597
$1.99M 0.01%
+109,045
598
$1.98M 0.01%
+104,503
599
$1.96M 0.01%
174,461
+8,052
600
$1.95M 0.01%
43,869
+14,284
22 23
24
25 26