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
751
$943K 0.01%
54,136
-13,029
752
$942K 0.01%
40,870
-59,712
753
$941K 0.01%
+9,778
754
$921K 0.01%
37,849
+14,254
755
$917K 0.01%
73,280
+3,922
756
$912K 0.01%
73,097
-2,948
757
$901K 0.01%
+37,417
758
$900K 0.01%
215,358
+103,389
759
$899K 0.01%
32,664
+2,243
760
$891K 0.01%
22,053
-11,710
761
$888K 0.01%
19,091
+3,340
762
$886K 0.01%
+23,413
763
$881K 0.01%
6,799
-9,915
764
$879K 0.01%
126,782
+18,043
765
$876K 0.01%
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766
$870K 0.01%
66,322
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767
$864K 0.01%
89,794
768
$863K 0.01%
126,857
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769
$856K 0.01%
18,375
-3,035
770
$854K 0.01%
5,181
+2,432
771
$853K 0.01%
+90,767
772
$852K 0.01%
106,386
-30,681
773
$847K 0.01%
138,604
-2,363
774
$840K 0.01%
+25,285
775
$839K 0.01%
+5,417
29 30
31
32 33