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
601
$1.95M 0.01%
21,776
-2,976
602
$1.93M 0.01%
134,607
+90,394
603
$1.93M 0.01%
130,465
+6,046
604
$1.93M 0.01%
+11,048
605
$1.93M 0.01%
130,464
+46,024
606
$1.92M 0.01%
195,220
+113,948
607
$1.92M 0.01%
31,831
+2,662
608
$1.92M 0.01%
138,551
-626,638
609
$1.91M 0.01%
61,549
+2,727
610
$1.9M 0.01%
59,186
+2,715
611
$1.9M 0.01%
109,851
+44,735
612
$1.89M 0.01%
142,949
+97,333
613
$1.88M 0.01%
19,309
-2,577
614
$1.88M 0.01%
455,663
-106,006
615
$1.87M 0.01%
204,517
+87,712
616
$1.85M 0.01%
29,427
-32,471
617
$1.81M 0.01%
4,669
+1,918
618
$1.81M 0.01%
98,282
+2,368
619
$1.81M 0.01%
93,577
-47,996
620
$1.79M 0.01%
39,109
+28,212
621
$1.79M 0.01%
+15,296
622
$1.79M 0.01%
11,507
-4,187
623
$1.79M 0.01%
+24,182
624
$1.79M 0.01%
456,825
-12,799
625
$1.77M 0.01%
308,530
+98,839
23 24
25
26 27