Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
51
$29.6M 0.49%
274,933
-44,737
52
$29.5M 0.49%
612,779
-35,530
53
$29.5M 0.49%
234,131
+32,196
54
$28.7M 0.48%
411,499
-596
55
$28.6M 0.47%
509,370
-16,350
56
$28.5M 0.47%
1,317,734
-30,600
57
$28.2M 0.47%
1,139,256
-314,212
58
$28.1M 0.46%
605,060
+86,820
59
$26.6M 0.44%
299,740
-49,241
60
$26.5M 0.44%
1,358,641
+26,595
61
$26.4M 0.44%
476,566
-17,240
62
$26.3M 0.44%
354,469
-6,050
63
$26.1M 0.43%
+420,474
64
$26.1M 0.43%
248,570
-192,336
65
$26M 0.43%
418,710
+46,300
66
$25.9M 0.43%
1,052,040
+55,960
67
$25M 0.41%
519,341
-94,370
68
$25M 0.41%
239,382
-11,790
69
$24.9M 0.41%
121,225
+109,905
70
$24M 0.4%
619,153
+55,920
71
$24M 0.4%
1,270,520
-560
72
$23.8M 0.39%
2,007,850
+134,600
73
$23.5M 0.39%
305,902
-7,680
74
$23.5M 0.39%
254,366
+217,721
75
$23.4M 0.39%
135,158
-2,019
1 2
3
4 5