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
726
$1.08M 0.01%
64,271
-19,598
727
$1.08M 0.01%
25,620
-25,180
728
$1.08M 0.01%
+193,937
729
$1.07M 0.01%
37,829
-3,469
730
$1.07M 0.01%
14,949
-70,526
731
$1.07M 0.01%
186,992
+94,272
732
$1.06M 0.01%
22,270
+9,893
733
$1.06M 0.01%
+16,250
734
$1.04M 0.01%
23,449
735
$1.03M 0.01%
+31,144
736
$1.02M 0.01%
41,091
737
$1.02M 0.01%
339,129
-69,489
738
$1M 0.01%
38,851
+886
739
$1M 0.01%
+37,255
740
$1M 0.01%
+50,570
741
$1M 0.01%
69,189
+45,159
742
$984K 0.01%
46,720
743
$977K 0.01%
75,258
-30,062
744
$968K 0.01%
27,825
+26,166
745
$964K 0.01%
113,635
+15,752
746
$962K 0.01%
43,189
+4,603
747
$955K 0.01%
62,567
+26,645
748
$950K 0.01%
30,650
+7,406
749
$949K 0.01%
25,666
750
$945K 0.01%
49,750
+27,873
28 29
30
31 32