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
501
$1.06M 0.02%
86,094
+13,646
502
$1.06M 0.02%
+39,600
503
$1.06M 0.02%
25,760
+400
504
$1.06M 0.02%
18,720
-36,150
505
$1.06M 0.02%
61,485
+21,085
506
$1.05M 0.02%
39,674
+1,881
507
$1.05M 0.02%
+33,710
508
$1.05M 0.02%
78,433
+37,433
509
$1.04M 0.02%
7,561
-4,449
510
$1.03M 0.02%
63,100
+12,600
511
$1.03M 0.02%
+386
512
$1.02M 0.02%
60,973
+36,773
513
$1.01M 0.02%
12,954
-1,380
514
$1M 0.02%
+23,260
515
$995K 0.02%
26,754
-32,939
516
$980K 0.02%
15,474
-7,733
517
$976K 0.02%
59,500
-25,620
518
$974K 0.02%
+69,057
519
$958K 0.02%
36,362
-6,890
520
$955K 0.02%
16,300
521
$954K 0.02%
17,820
-9,650
522
$953K 0.02%
37,903
+17,900
523
$936K 0.02%
34,860
-6,000
524
$934K 0.02%
45,187
-5,900
525
$925K 0.02%
+7,745
19 20
21
22 23