Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$128M
2
+$88.4M
3
+$72.7M
4
LRCX icon
Lam Research
LRCX
+$62.6M
5
SBAC icon
SBA Communications
SBAC
+$58M

Top Sells

1
+$98.3M
2
+$86.8M
3
+$74.7M
4
SYF icon
Synchrony
SYF
+$61.6M
5
ICE icon
Intercontinental Exchange
ICE
+$57.6M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.54%
3 Financials 13.08%
4 Consumer Discretionary 12.97%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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1078
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1079
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-69,989
1080
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-9,910
1081
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-253,196
1082
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-15,942
1083
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-243,476
1084
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-11,551
1085
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1086
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1087
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1088
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1089
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1090
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1091
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1092
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1093
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1094
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1095
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1096
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1097
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-49,134
1098
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-94,777
1099
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-19,480
1100
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-162,864
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