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
301
$4.1M 0.07%
165,681
-12,800
302
$4.05M 0.07%
181,187
+48,100
303
$3.98M 0.07%
789,802
-65,800
304
$3.94M 0.07%
481,127
-3,900
305
$3.93M 0.07%
175,643
+8,460
306
$3.85M 0.06%
128,975
+54,815
307
$3.84M 0.06%
44,820
-6,900
308
$3.81M 0.06%
181,183
+130,845
309
$3.8M 0.06%
413,001
-124,500
310
$3.76M 0.06%
+19,559
311
$3.74M 0.06%
+37,180
312
$3.74M 0.06%
161,827
+67,450
313
$3.71M 0.06%
24,010
+21,490
314
$3.69M 0.06%
195,721
+151,801
315
$3.65M 0.06%
+66,368
316
$3.64M 0.06%
+136,720
317
$3.62M 0.06%
+53,106
318
$3.62M 0.06%
161,243
-21,000
319
$3.6M 0.06%
+72,800
320
$3.6M 0.06%
+62,031
321
$3.58M 0.06%
61,560
+33,100
322
$3.56M 0.06%
136,267
-6,500
323
$3.5M 0.06%
+105,779
324
$3.5M 0.06%
66,298
-18,270
325
$3.49M 0.06%
10,216
-1,855
11 12
13
14 15