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
801
$744K 0.01%
+5,715
802
$739K 0.01%
28,531
+1,888
803
$738K 0.01%
+42,793
804
$729K ﹤0.01%
18,865
-182,443
805
$720K ﹤0.01%
22,577
+10,941
806
$713K ﹤0.01%
88,103
-7,865
807
$709K ﹤0.01%
+5,084
808
$707K ﹤0.01%
12,953
-2,099
809
$705K ﹤0.01%
+44,846
810
$702K ﹤0.01%
+45,455
811
$699K ﹤0.01%
+7,048
812
$699K ﹤0.01%
49,429
-357,077
813
$694K ﹤0.01%
278,636
-70,534
814
$692K ﹤0.01%
11,302
-190,024
815
$672K ﹤0.01%
+26,205
816
$667K ﹤0.01%
+10,761
817
$664K ﹤0.01%
+2,135
818
$660K ﹤0.01%
+6,924
819
$657K ﹤0.01%
47,178
-3,335
820
$645K ﹤0.01%
6,760
-5,696
821
$644K ﹤0.01%
13,887
822
$637K ﹤0.01%
14,829
-32,522
823
$635K ﹤0.01%
3,983
-660
824
$634K ﹤0.01%
25,981
-12,565
825
$625K ﹤0.01%
49,008
+13,233
31 32
33
34 35