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
376
$2.4M 0.04%
82,560
-6,400
377
$2.4M 0.04%
32,280
+3,030
378
$2.32M 0.04%
214,658
-230,026
379
$2.29M 0.04%
79,999
-23,030
380
$2.26M 0.04%
+71,310
381
$2.25M 0.04%
29,720
-440
382
$2.25M 0.04%
65,379
-316,415
383
$2.25M 0.04%
58,776
-14,870
384
$2.23M 0.04%
36,580
-21,065
385
$2.21M 0.04%
+56,520
386
$2.19M 0.04%
198,210
-12,950
387
$2.18M 0.04%
56,413
+12,000
388
$2.17M 0.04%
+62,800
389
$2.15M 0.04%
+53,300
390
$2.12M 0.04%
44,305
-104,346
391
$2.12M 0.04%
+55,200
392
$2.11M 0.03%
101,000
+80,360
393
$2.11M 0.03%
255,439
-602,983
394
$2.1M 0.03%
+109,704
395
$2.1M 0.03%
36,957
+3,823
396
$2.09M 0.03%
69,721
+47,220
397
$2.05M 0.03%
+19,390
398
$2.05M 0.03%
61,114
-16,500
399
$2.03M 0.03%
25,160
-203,553
400
$2.02M 0.03%
539,228
+61,158
14 15
16
17 18