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
926
$317K ﹤0.01%
+4,204
927
$316K ﹤0.01%
8,150
-1,018
928
$313K ﹤0.01%
3,391
-428
929
$312K ﹤0.01%
93,593
930
$308K ﹤0.01%
20,124
-449,131
931
$305K ﹤0.01%
+3,818
932
$305K ﹤0.01%
44,550
933
$304K ﹤0.01%
16,921
+296
934
$302K ﹤0.01%
+8,081
935
$293K ﹤0.01%
+20,430
936
$290K ﹤0.01%
+3,107
937
$287K ﹤0.01%
+15,864
938
$286K ﹤0.01%
+19,942
939
$283K ﹤0.01%
27,497
940
$280K ﹤0.01%
8,556
-91
941
$272K ﹤0.01%
1,007
+90
942
$268K ﹤0.01%
3,711
943
$268K ﹤0.01%
50,703
-249,543
944
$267K ﹤0.01%
+9,519
945
$266K ﹤0.01%
+5,845
946
$266K ﹤0.01%
+9,751
947
$263K ﹤0.01%
18,306
-1,554
948
$259K ﹤0.01%
1,525
-6,777
949
$259K ﹤0.01%
11,587
+2,586
950
$258K ﹤0.01%
+26,246
36 37
38
39 40