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
701
$1.25M 0.01%
117,100
+7,808
702
$1.23M 0.01%
25,539
703
$1.23M 0.01%
85,189
+24,720
704
$1.22M 0.01%
+8,455
705
$1.21M 0.01%
47,523
+2,708
706
$1.21M 0.01%
5,878
-35,412
707
$1.2M 0.01%
152,757
-266,726
708
$1.2M 0.01%
45,643
-139,702
709
$1.19M 0.01%
74,321
+3,837
710
$1.17M 0.01%
28,687
+8,416
711
$1.17M 0.01%
21,971
-47,967
712
$1.17M 0.01%
+17,171
713
$1.16M 0.01%
54,335
714
$1.16M 0.01%
45,079
-30,550
715
$1.15M 0.01%
32,022
+15,580
716
$1.15M 0.01%
+7,423
717
$1.14M 0.01%
24,256
-9,368
718
$1.13M 0.01%
24,139
719
$1.13M 0.01%
46,442
-29,047
720
$1.12M 0.01%
42,681
+35,381
721
$1.12M 0.01%
3,585
-912
722
$1.1M 0.01%
22,592
-54,667
723
$1.1M 0.01%
+63,023
724
$1.1M 0.01%
+22,563
725
$1.09M 0.01%
+16,277
27 28
29
30 31