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
$6.04B
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$47.3M
3
+$37.4M
4
PARA
Paramount Global Class B
PARA
+$26.1M
5
LVS icon
Las Vegas Sands
LVS
+$25.7M

Top Sells

1
+$51.6M
2
+$50.8M
3
+$43.3M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
FRX
FOREST LABORATORIES INC
FRX
+$36.4M

Sector Composition

1 Technology 19.78%
2 Financials 13.56%
3 Industrials 13.39%
4 Healthcare 12.66%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.9M 0.08%
328,024
-913,153
277
$4.88M 0.08%
150,126
-105,268
278
$4.86M 0.08%
275,530
-135,870
279
$4.81M 0.08%
+170,370
280
$4.76M 0.08%
267,921
+87,410
281
$4.76M 0.08%
809
+615
282
$4.71M 0.08%
104,206
-15,605
283
$4.7M 0.08%
+204,607
284
$4.69M 0.08%
267,278
-31,430
285
$4.66M 0.08%
124,269
-28,410
286
$4.63M 0.08%
217,986
-317,090
287
$4.62M 0.08%
+136,950
288
$4.57M 0.08%
+50,770
289
$4.57M 0.08%
329,700
-31,400
290
$4.56M 0.08%
+57,810
291
$4.42M 0.07%
102,922
+28,800
292
$4.38M 0.07%
353,919
+276,669
293
$4.36M 0.07%
+75,700
294
$4.25M 0.07%
43,692
+37,192
295
$4.23M 0.07%
274,010
-1,790
296
$4.22M 0.07%
131,500
+90,600
297
$4.21M 0.07%
+185,379
298
$4.2M 0.07%
245,180
-7,400
299
$4.19M 0.07%
136,216
+15,937
300
$4.11M 0.07%
108,070
-194,588
10 11
12
13 14