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
426
$1.7M 0.03%
50,870
-690
427
$1.69M 0.03%
24,750
-260
428
$1.68M 0.03%
875,385
+829,485
429
$1.66M 0.03%
173,175
+19,297
430
$1.64M 0.03%
+48,850
431
$1.63M 0.03%
4,738
-228
432
$1.63M 0.03%
106,901
+83,901
433
$1.63M 0.03%
42,000
-45,900
434
$1.59M 0.03%
+38,706
435
$1.58M 0.03%
43,520
-2,620
436
$1.56M 0.03%
+38,000
437
$1.55M 0.03%
33,352
+2,500
438
$1.54M 0.03%
20,020
-17,053
439
$1.54M 0.03%
+22,440
440
$1.54M 0.03%
+22,011
441
$1.53M 0.03%
41,800
-1,200
442
$1.53M 0.03%
37,650
-98,372
443
$1.52M 0.03%
33,159
+5,240
444
$1.52M 0.03%
2,145
-545
445
$1.51M 0.03%
71,094
-1,500
446
$1.49M 0.02%
34,150
-6,500
447
$1.48M 0.02%
443,935
+120,830
448
$1.48M 0.02%
35,880
449
$1.47M 0.02%
58,100
-900
450
$1.44M 0.02%
+49,800
16 17
18
19 20