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
876
$465K ﹤0.01%
102,219
+80,895
877
$464K ﹤0.01%
28,944
878
$464K ﹤0.01%
12,071
+3,291
879
$462K ﹤0.01%
54,190
+39,330
880
$460K ﹤0.01%
12,075
-70
881
$458K ﹤0.01%
+10,429
882
$457K ﹤0.01%
11,299
-21,022
883
$450K ﹤0.01%
7,704
-11,137
884
$445K ﹤0.01%
60,578
-48,761
885
$444K ﹤0.01%
8,925
886
$444K ﹤0.01%
21,374
-16,817
887
$438K ﹤0.01%
74,558
+27,992
888
$438K ﹤0.01%
+18,378
889
$437K ﹤0.01%
1,699
+392
890
$435K ﹤0.01%
35,066
+2,066
891
$430K ﹤0.01%
+21,943
892
$428K ﹤0.01%
18,769
+3,271
893
$428K ﹤0.01%
30,395
894
$426K ﹤0.01%
+134,044
895
$425K ﹤0.01%
21,097
896
$420K ﹤0.01%
+16,376
897
$417K ﹤0.01%
104,934
-33,448
898
$416K ﹤0.01%
+17,838
899
$413K ﹤0.01%
2,372
-5,205
900
$409K ﹤0.01%
9,780
-1,744
34 35
36
37 38