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
876
– –
-347,476
877
– –
-51,700
878
– –
-10,600
879
– –
-119,680
880
– –
-265,855
881
– –
-52,375
882
– –
-40,840
883
– –
-174,093
884
– –
-20,320
885
– –
-159,200
886
– –
-674,674
887
– –
-25,925
888
– –
-122,057
889
– –
-567,522
890
– –
-121,764
891
– –
-301,051
892
– –
-102,192
893
– –
-38,340
894
– –
-7,730
895
– –
-11,260
896
– –
-83,896
897
– –
-15,300
898
– –
-335,643
899
– –
-5,120
900
– –
-16,300
34 35
36
37 38