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
901
$404K ﹤0.01%
+2,104
902
$396K ﹤0.01%
52,785
903
$394K ﹤0.01%
9,287
-180
904
$391K ﹤0.01%
10,982
-6,560
905
$391K ﹤0.01%
11,722
-8,661
906
$383K ﹤0.01%
6,136
-200,931
907
$377K ﹤0.01%
+4,119
908
$374K ﹤0.01%
+10,539
909
$370K ﹤0.01%
+15,997
910
$366K ﹤0.01%
8,049
-32,207
911
$365K ﹤0.01%
+13,188
912
$362K ﹤0.01%
+4,121
913
$352K ﹤0.01%
10,066
+2,852
914
$344K ﹤0.01%
+52,718
915
$338K ﹤0.01%
+1,702
916
$337K ﹤0.01%
20,114
-24,635
917
$335K ﹤0.01%
24,056
918
$334K ﹤0.01%
1,089
-369
919
$330K ﹤0.01%
38,935
-93,245
920
$330K ﹤0.01%
9,257
-141,750
921
$327K ﹤0.01%
+1,739
922
$327K ﹤0.01%
+1,976
923
$325K ﹤0.01%
5,534
-45,448
924
$321K ﹤0.01%
+11,893
925
$318K ﹤0.01%
8,988
-17,826
35 36
37
38 39