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
351
$2.76M 0.05%
55,800
+10,500
352
$2.74M 0.05%
10,500
353
$2.71M 0.04%
93,841
354
$2.7M 0.04%
303,302
+240,351
355
$2.69M 0.04%
643,200
+305,400
356
$2.69M 0.04%
30,445
+4,660
357
$2.67M 0.04%
54,717
+35,416
358
$2.67M 0.04%
156,932
+128,690
359
$2.67M 0.04%
+55,540
360
$2.66M 0.04%
25,907
-200
361
$2.63M 0.04%
68,700
+3,700
362
$2.61M 0.04%
292,805
-202,500
363
$2.6M 0.04%
70,611
+27,711
364
$2.6M 0.04%
20,586
-1,050
365
$2.57M 0.04%
+85,081
366
$2.56M 0.04%
138,345
-19,730
367
$2.55M 0.04%
218,127
-34,110
368
$2.53M 0.04%
25,850
+14,874
369
$2.5M 0.04%
344,767
-1,100
370
$2.49M 0.04%
159,660
+6,470
371
$2.44M 0.04%
49,170
-177,627
372
$2.43M 0.04%
42,760
-3,800
373
$2.42M 0.04%
153,376
+22,768
374
$2.42M 0.04%
99,056
+90,427
375
$2.41M 0.04%
16,405
-1,643
13 14
15
16 17