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
876
– –
-15,300
877
– –
-5,120
878
– –
-16,300
879
– –
-53,868
880
– –
-17,700
881
– –
-1,766
882
– –
-1,340
883
– –
-1,600
884
– –
-16,200
885
– –
-10,860
886
– –
-6,170
887
– –
-125,868
888
– –
-142,581
889
– –
-20,024
890
– –
-27,100
891
– –
-30,255
892
– –
-8,500
893
– –
-98,155
894
– –
-69,990
895
– –
-16,707
896
– –
-4,144
897
– –
-106,932
898
– –
-52,241
899
– –
-3,870
900
– –
-671
34 35
36
37 38