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
476
$1.21M 0.02%
194,885
+134,400
477
$1.2M 0.02%
271,265
-2,100
478
$1.2M 0.02%
50,505
-15,545
479
$1.2M 0.02%
18,010
-30,922
480
$1.19M 0.02%
52,300
-1,200
481
$1.19M 0.02%
+56,310
482
$1.19M 0.02%
+96,139
483
$1.18M 0.02%
+53,398
484
$1.16M 0.02%
114,850
-5,400
485
$1.16M 0.02%
+12,650
486
$1.16M 0.02%
78,682
-8,400
487
$1.15M 0.02%
15,332
+3,840
488
$1.15M 0.02%
2,476,000
+352,000
489
$1.14M 0.02%
106,549
+4,830
490
$1.14M 0.02%
39,938
-128,892
491
$1.14M 0.02%
30,400
-62,315
492
$1.13M 0.02%
27,854
-8,600
493
$1.12M 0.02%
34,080
+3,000
494
$1.11M 0.02%
8,772
+212
495
$1.09M 0.02%
27,892
-34,000
496
$1.09M 0.02%
237,665
+53,203
497
$1.09M 0.02%
29,583
-3,757
498
$1.09M 0.02%
5,565
-450
499
$1.07M 0.02%
+126,394
500
$1.07M 0.02%
+33,133
18 19
20
21 22