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
51
$68M 0.46%
1,428,055
-772,185
52
$68M 0.46%
521,310
-120,690
53
$66.8M 0.45%
784,384
+144,542
54
$66.2M 0.45%
962,698
+95,693
55
$65.8M 0.45%
1,152,365
+438,502
56
$64.5M 0.44%
+991,120
57
$64M 0.43%
1,602,806
+63,150
58
$63.6M 0.43%
1,844,608
+534,233
59
$63M 0.43%
1,107,707
+450,654
60
$62.3M 0.42%
1,249,478
+326,854
61
$62M 0.42%
294,044
+132,763
62
$60.8M 0.41%
2,222,953
+189,510
63
$59.6M 0.4%
2,754,182
-264,066
64
$58.7M 0.4%
418,637
+151,290
65
$58.1M 0.39%
87,032
+41,851
66
$57.6M 0.39%
+1,273,794
67
$56.2M 0.38%
1,853,527
-148,510
68
$54.3M 0.37%
+110,745
69
$54M 0.37%
1,347,042
+389,590
70
$53.7M 0.36%
451,709
+28,513
71
$51M 0.35%
606,223
+16,021
72
$49.1M 0.33%
1,077,489
+76,033
73
$48.5M 0.33%
559,650
+323,427
74
$48.2M 0.33%
416,910
+71,676
75
$48M 0.33%
2,209,099
+1,441,393
1 2
3
4 5