Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$50M
2
+$46.7M
3
+$37.2M
4
LVS icon
Las Vegas Sands
LVS
+$25.6M
5
PARA
Paramount Global Class B
PARA
+$25M

Top Sells

1
+$51.6M
2
+$48.7M
3
+$38.4M
4
AMZN icon
Amazon
AMZN
+$38.4M
5
FRX
FOREST LABORATORIES INC
FRX
+$36.4M

Sector Composition

1 Technology 19.81%
2 Industrials 13.62%
3 Financials 13.56%
4 Healthcare 12.66%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$99K ﹤0.01%
+4,116
802
$98K ﹤0.01%
+150
803
$95K ﹤0.01%
+1,900
804
$94K ﹤0.01%
17,700
-3,500
805
$90K ﹤0.01%
41,373
806
$89K ﹤0.01%
13,665
-25,535
807
$87K ﹤0.01%
+11,600
808
$82K ﹤0.01%
+27,193
809
$80K ﹤0.01%
+5,651
810
$77K ﹤0.01%
11,011
-47,521
811
$76K ﹤0.01%
10,500
-121,718
812
$65K ﹤0.01%
+770
813
$63K ﹤0.01%
+1,130
814
$47K ﹤0.01%
1,730
-95
815
$46K ﹤0.01%
+1,178
816
$45K ﹤0.01%
2,330
-10,207
817
$45K ﹤0.01%
13,599
-50,246
818
$44K ﹤0.01%
+18,157
819
$23K ﹤0.01%
850
-23,404
820
$23K ﹤0.01%
5,333
821
$21K ﹤0.01%
+1,310
822
– –
-61,200
823
– –
-3,537
824
– –
-41,531
825
– –
-47,170
31 32
33
34 35