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
326
$3.44M 0.06%
116,657
+88,870
327
$3.43M 0.06%
1,357,110
-42,640
328
$3.42M 0.06%
70,381
+44,640
329
$3.41M 0.06%
48,493
-257,313
330
$3.37M 0.06%
339,508
-404,592
331
$3.36M 0.06%
107,070
+64,960
332
$3.34M 0.06%
140,250
+16,400
333
$3.28M 0.05%
56,778
-145,366
334
$3.26M 0.05%
134,383
+79,140
335
$3.24M 0.05%
36,613
-11,556
336
$3.23M 0.05%
+183,715
337
$3.21M 0.05%
142,296
-33,010
338
$3.19M 0.05%
379,385
-22,458
339
$3.15M 0.05%
30,480
340
$3.15M 0.05%
+65,395
341
$3.04M 0.05%
192,988
+5,560
342
$3.03M 0.05%
55,725
-45,801
343
$3.02M 0.05%
95,240
-122,606
344
$2.97M 0.05%
95,560
-14,960
345
$2.83M 0.05%
53,335
+3,600
346
$2.8M 0.05%
103,151
-15,972
347
$2.79M 0.05%
44,570
-16,720
348
$2.79M 0.05%
101,160
-1,870
349
$2.77M 0.05%
30,676
-44,450
350
$2.77M 0.05%
77,274
+32,838
12 13
14
15 16