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
976
$215K ﹤0.01%
3,250
977
$214K ﹤0.01%
3,550
-1,006
978
$214K ﹤0.01%
12,935
-149,651
979
$212K ﹤0.01%
31,896
-68,478
980
$210K ﹤0.01%
+17,055
981
– –
0
982
$208K ﹤0.01%
16,126
-399
983
$207K ﹤0.01%
+13,548
984
$206K ﹤0.01%
6,426
985
$206K ﹤0.01%
9,024
-13,749
986
$205K ﹤0.01%
25,681
+1,467
987
$201K ﹤0.01%
1,075
988
$201K ﹤0.01%
32,618
+2,400
989
$201K ﹤0.01%
+20,745
990
$197K ﹤0.01%
+18,308
991
$195K ﹤0.01%
+11,195
992
$191K ﹤0.01%
23,468
+6,995
993
$191K ﹤0.01%
20,777
-300,263
994
$185K ﹤0.01%
30,052
-724
995
$183K ﹤0.01%
+11,765
996
$182K ﹤0.01%
18,134
997
$167K ﹤0.01%
23,506
998
$160K ﹤0.01%
23,670
-120,745
999
$157K ﹤0.01%
63
-1,305
1000
$156K ﹤0.01%
414
38 39
40
41 42