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
601
$579K 0.01%
7,367
-320
602
$574K 0.01%
7,422
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603
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38,000
604
$572K 0.01%
7,130
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605
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606
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7,550
-500
607
$569K 0.01%
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608
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18,150
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609
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610
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611
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612
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613
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614
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615
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+35,617
616
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617
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619
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4,386
-1,000
620
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621
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622
$535K 0.01%
46,774
623
$527K 0.01%
63,343
-5,700
624
$521K 0.01%
+31,914
625
$519K 0.01%
70,480
-58,700
23 24
25
26 27