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
526
$924K 0.02%
31,507
-16,733
527
$923K 0.02%
+81,414
528
$919K 0.02%
+33,310
529
$917K 0.02%
23,500
-170
530
$916K 0.02%
11,330
+7,030
531
$913K 0.02%
+38,400
532
$909K 0.02%
18,372
-23,917
533
$905K 0.02%
10,580
534
$903K 0.01%
+84
535
$901K 0.01%
30,503
-46,986
536
$899K 0.01%
+59,010
537
$886K 0.01%
139
-116
538
$886K 0.01%
143,384
-59,900
539
$876K 0.01%
+60,180
540
$875K 0.01%
38,273
-300
541
$872K 0.01%
+216
542
$859K 0.01%
+2,279
543
$857K 0.01%
49,500
-5,200
544
$856K 0.01%
+31,310
545
$854K 0.01%
+33,720
546
$852K 0.01%
37,991
+11,301
547
$852K 0.01%
50,400
-9,520
548
$850K 0.01%
28,160
-99,080
549
$843K 0.01%
+29,430
550
$837K 0.01%
+39,026
20 21
22
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