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
651
$1.55M 0.01%
32,698
+23,832
652
$1.53M 0.01%
5,974
-9,432
653
$1.52M 0.01%
34,916
-7,503
654
$1.5M 0.01%
45,112
-81,344
655
$1.5M 0.01%
3,239
+1,715
656
$1.5M 0.01%
231,445
+4,234
657
$1.49M 0.01%
9,531
+128
658
$1.49M 0.01%
+17,446
659
$1.47M 0.01%
+72,257
660
$1.47M 0.01%
10,135
-2,094
661
$1.47M 0.01%
36,280
662
$1.45M 0.01%
48,426
663
$1.44M 0.01%
28,193
+1,401
664
$1.43M 0.01%
+8,366
665
$1.43M 0.01%
7,416
+454
666
$1.43M 0.01%
6,037
-677
667
$1.43M 0.01%
271,935
+69,457
668
$1.43M 0.01%
+81,596
669
$1.42M 0.01%
337,436
+222,504
670
$1.4M 0.01%
81,946
+16,728
671
$1.4M 0.01%
336,233
+92,715
672
$1.4M 0.01%
57,600
+3,957
673
$1.39M 0.01%
+26,424
674
$1.38M 0.01%
4,518
-2,242
675
$1.38M 0.01%
29,602
-1,378
25 26
27
28 29