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
951
– –
-47,800
952
– –
-51,194
953
– –
-106,932
954
– –
-52,241
955
– –
-3,870
956
– –
-31,622
957
– –
-671
958
– –
-44,320
959
– –
-129
960
– –
-334,333
961
– –
-32,342
962
– –
-13,464
963
– –
-119,680
964
– –
-265,855
965
– –
-52,375
966
– –
-40,840
967
– –
-174,093
968
– –
-20,320
969
– –
-159,200
970
– –
-674,674
971
– –
-25,925
972
– –
-122,057
973
– –
-567,522
974
– –
-121,764
975
– –
-301,051
37 38
39
40 41