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
451
$1.44M 0.02%
121,021
-11,700
452
$1.43M 0.02%
201,467
-964,527
453
$1.42M 0.02%
55,460
-89,853
454
$1.4M 0.02%
235,463
+83,443
455
$1.4M 0.02%
11,560
-5,370
456
$1.4M 0.02%
41,987
-52,920
457
$1.39M 0.02%
56,216
-12,343
458
$1.38M 0.02%
+151,000
459
$1.37M 0.02%
24,200
-80,950
460
$1.36M 0.02%
50,050
+15,720
461
$1.36M 0.02%
33,406
-3,400
462
$1.36M 0.02%
+20,180
463
$1.33M 0.02%
1,155
-62
464
$1.33M 0.02%
151,700
-22,300
465
$1.32M 0.02%
42,923
-500
466
$1.3M 0.02%
97,330
+74,796
467
$1.29M 0.02%
19,718
-16,500
468
$1.29M 0.02%
44,910
-14,200
469
$1.28M 0.02%
+34,890
470
$1.25M 0.02%
+33,524
471
$1.25M 0.02%
34,345
-2,714
472
$1.25M 0.02%
101,315
+16,568
473
$1.24M 0.02%
59,900
-52,642
474
$1.24M 0.02%
13,900
-8,120
475
$1.22M 0.02%
9,505
-1,482
17 18
19
20 21