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
201
$19M 0.13%
813,588
-826,536
202
$19M 0.13%
664,668
+48,266
203
$18.9M 0.13%
+335,765
204
$18.9M 0.13%
909,900
+44,524
205
$18.9M 0.13%
332,897
+29,677
206
$18.6M 0.13%
411,869
-177,076
207
$18.6M 0.13%
1,137,335
+95,009
208
$18.1M 0.12%
428,173
+290,189
209
$17.9M 0.12%
108,060
-38,100
210
$17.8M 0.12%
489,165
+205,671
211
$17.7M 0.12%
91,240
-177,903
212
$17.5M 0.12%
129,089
+29,650
213
$17.5M 0.12%
182,185
-195,748
214
$17.4M 0.12%
724,717
+57,864
215
$17.3M 0.12%
684,401
+78,273
216
$16.9M 0.11%
2,378,298
+1,756,341
217
$16.8M 0.11%
397,979
+60,227
218
$16.7M 0.11%
919,278
-316,473
219
$16.6M 0.11%
1,725,528
+1,467,313
220
$16.3M 0.11%
664,331
+51,106
221
$16.2M 0.11%
180,757
+15,891
222
$15.8M 0.11%
335,783
+18,036
223
$15.7M 0.11%
173,267
-267,821
224
$15.6M 0.11%
3,332,474
+1,428,040
225
$15.3M 0.1%
268,731
-14,659
7 8
9
10 11