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
801
$104K ﹤0.01%
+19,100
802
$99K ﹤0.01%
+4,116
803
$98K ﹤0.01%
+150
804
$95K ﹤0.01%
+1,900
805
$94K ﹤0.01%
17,700
-3,500
806
$90K ﹤0.01%
41,373
807
$89K ﹤0.01%
13,665
-25,535
808
$87K ﹤0.01%
+11,600
809
$82K ﹤0.01%
+27,193
810
$80K ﹤0.01%
+5,651
811
$77K ﹤0.01%
11,011
-47,521
812
$76K ﹤0.01%
10,500
-121,718
813
$65K ﹤0.01%
+770
814
$63K ﹤0.01%
+1,130
815
$47K ﹤0.01%
1,730
-95
816
$46K ﹤0.01%
+1,178
817
$45K ﹤0.01%
2,330
-10,207
818
$45K ﹤0.01%
13,599
-50,246
819
$44K ﹤0.01%
+18,157
820
$23K ﹤0.01%
850
-23,404
821
$23K ﹤0.01%
5,333
822
$21K ﹤0.01%
+1,310
823
– –
-69,472
824
– –
-89,950
825
– –
-140,000
31 32
33
34 35