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
626
$518K 0.01%
26,471
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627
$518K 0.01%
40,693
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628
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629
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56,050
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631
$510K 0.01%
92,483
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632
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-4,290
633
$506K 0.01%
20,436
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634
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17,630
-34,856
635
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636
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637
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35,293
-6,800
638
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7,329
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639
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640
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32,009
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643
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645
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18,979
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646
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647
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14,560
-19,930
648
$457K 0.01%
7,499
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649
$457K 0.01%
13,374
-140,430
650
$456K 0.01%
123,560
+104,447
24 25
26
27 28