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
851
$528K ﹤0.01%
20,695
-47,830
852
$528K ﹤0.01%
374,507
+86,031
853
$525K ﹤0.01%
27,839
-45,317
854
$523K ﹤0.01%
+31,899
855
$518K ﹤0.01%
+8,371
856
$511K ﹤0.01%
2,000
-3,558
857
$509K ﹤0.01%
22,287
+3,295
858
$507K ﹤0.01%
+996
859
$503K ﹤0.01%
6,465
-396,671
860
$496K ﹤0.01%
11,139
-21,258
861
$495K ﹤0.01%
+13,201
862
$494K ﹤0.01%
76,195
+36,929
863
$491K ﹤0.01%
48,733
-493
864
$488K ﹤0.01%
43,069
865
$486K ﹤0.01%
6,534
-190,558
866
$485K ﹤0.01%
158,365
+8,248
867
$483K ﹤0.01%
73,329
+29,905
868
$478K ﹤0.01%
4,962
-1,455
869
$474K ﹤0.01%
+10,932
870
$473K ﹤0.01%
+12,020
871
$471K ﹤0.01%
3,966
-500,172
872
$470K ﹤0.01%
34,934
+18,158
873
$469K ﹤0.01%
18,539
-76,349
874
$467K ﹤0.01%
+7,724
875
$466K ﹤0.01%
+11,215
33 34
35
36 37