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
826
$624K ﹤0.01%
33,475
-2,199
827
$608K ﹤0.01%
49,067
+30,468
828
$605K ﹤0.01%
7,028
829
$604K ﹤0.01%
14,773
+4,435
830
$604K ﹤0.01%
+21,799
831
$602K ﹤0.01%
7,679
-37,617
832
$600K ﹤0.01%
106,715
-18,278
833
$598K ﹤0.01%
+28,676
834
$595K ﹤0.01%
+20,311
835
$587K ﹤0.01%
31,744
-1,015
836
$584K ﹤0.01%
10,631
837
$578K ﹤0.01%
13,141
-113,320
838
$576K ﹤0.01%
59,775
-476
839
$576K ﹤0.01%
81,742
-92,654
840
$575K ﹤0.01%
31,056
-84,803
841
$566K ﹤0.01%
6,359
-44,760
842
$563K ﹤0.01%
39,703
-835
843
$562K ﹤0.01%
131,300
-123
844
$559K ﹤0.01%
41,004
-1,314
845
$556K ﹤0.01%
38,929
-4,465
846
$554K ﹤0.01%
170,511
-95,735
847
$554K ﹤0.01%
94,776
848
$541K ﹤0.01%
42,036
-238,508
849
$532K ﹤0.01%
11,453
-276
850
$529K ﹤0.01%
2,735
-19,228
32 33
34
35 36