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
626
$1.75M 0.01%
368,644
+258,821
627
$1.75M 0.01%
82,006
+68,737
628
$1.75M 0.01%
50,947
-380
629
$1.73M 0.01%
+35,687
630
$1.72M 0.01%
6,247
+168
631
$1.71M 0.01%
10,063
-18,850
632
$1.71M 0.01%
56,831
+29,005
633
$1.7M 0.01%
27,068
-8,474
634
$1.68M 0.01%
60,289
+2,227
635
$1.67M 0.01%
21,539
+16,460
636
$1.66M 0.01%
180,944
+6,251
637
$1.66M 0.01%
13,302
-13,550
638
$1.66M 0.01%
113,686
+70,286
639
$1.64M 0.01%
88,132
-6,512
640
$1.63M 0.01%
+4,496
641
$1.62M 0.01%
1,038,868
+782,298
642
$1.62M 0.01%
20,910
-470,729
643
$1.61M 0.01%
71,270
+60,964
644
$1.6M 0.01%
249,411
+9,875
645
$1.59M 0.01%
+47,844
646
$1.58M 0.01%
8,249
-1,401
647
$1.57M 0.01%
52,491
+17,352
648
$1.57M 0.01%
45,492
+15
649
$1.57M 0.01%
+18,291
650
$1.56M 0.01%
676,630
+240,345
24 25
26
27 28