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
951
$251K ﹤0.01%
1,040
-396,735
952
$251K ﹤0.01%
+112,484
953
$247K ﹤0.01%
7,735
-113,551
954
$246K ﹤0.01%
17,092
-189,359
955
$245K ﹤0.01%
27,976
956
$245K ﹤0.01%
36,971
-112,416
957
$243K ﹤0.01%
+14,177
958
$241K ﹤0.01%
10,989
-28,297
959
$241K ﹤0.01%
+5,060
960
$240K ﹤0.01%
+8,877
961
$238K ﹤0.01%
+24,596
962
$237K ﹤0.01%
39,439
-9,035
963
$236K ﹤0.01%
+6,559
964
$235K ﹤0.01%
5,150
-127,602
965
$234K ﹤0.01%
7,147
-4,046
966
$233K ﹤0.01%
77,785
-229,748
967
$232K ﹤0.01%
+2,968
968
$232K ﹤0.01%
4,256
-2,055
969
$229K ﹤0.01%
3,566
-166
970
$225K ﹤0.01%
+14,844
971
$222K ﹤0.01%
+10,019
972
$221K ﹤0.01%
+19,932
973
$219K ﹤0.01%
4,932
-102
974
$217K ﹤0.01%
6,764
975
$216K ﹤0.01%
+17,650
37 38
39
40 41