Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
26
$40.3M 0.67%
2,304,482
-38,090
27
$38.6M 0.64%
398,780
-3,150
28
$37.6M 0.62%
768,140
+763,800
29
$37.5M 0.62%
2,686,704
-2,880
30
$37.1M 0.61%
30,854
+17,149
31
$35.5M 0.59%
422,646
+7,330
32
$35.2M 0.58%
861,710
-31,070
33
$35M 0.58%
559,822
+27,030
34
$34.5M 0.57%
498,530
-31,460
35
$34.4M 0.57%
451,644
+336,884
36
$34.4M 0.57%
780,110
+25,170
37
$33.7M 0.56%
1,472,940
+104,330
38
$33.6M 0.56%
540,569
+379,602
39
$33.3M 0.55%
62,171
-167
40
$32.3M 0.54%
301,059
+80,071
41
$32.2M 0.53%
340,201
-6,920
42
$31.9M 0.53%
236,258
+9,701
43
$31.7M 0.53%
1,194,674
+354,080
44
$31.5M 0.52%
195,831
+80,701
45
$31.4M 0.52%
349,253
-16,060
46
$31.1M 0.51%
856,710
-6,100
47
$30.5M 0.5%
820,650
-449,510
48
$30.5M 0.5%
802,405
+228,675
49
$30M 0.5%
926,796
+402,221
50
$29.7M 0.49%
511,140
-80
1
2
3 4 5