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
551
$837K 0.01%
12,280
-97,966
552
$837K 0.01%
9,220
-26,146
553
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26,702
-4,200
554
$819K 0.01%
47,429
-5,600
555
$818K 0.01%
18,900
+1,690
556
$802K 0.01%
47,820
+27,520
557
$796K 0.01%
14,200
-66,297
558
$796K 0.01%
+10,190
559
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4,952
-1,943
560
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227,469
+12,200
561
$783K 0.01%
65,102
-23,202
562
$779K 0.01%
80,993
-114,780
563
$776K 0.01%
1,789
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564
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20,173
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565
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41,348
-40,344
566
$766K 0.01%
27,040
-28,890
567
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568
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50,900
-19,200
569
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7,222
-13,170
570
$749K 0.01%
28,110
-7,700
571
$740K 0.01%
53,909
-19,025
572
$740K 0.01%
+68,300
573
$738K 0.01%
56,590
-16,815
574
$730K 0.01%
13,700
-28,960
575
$728K 0.01%
68,900
-770
21 22
23
24 25