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
76
$23.4M 0.39%
474,832
+4,100
77
$22.9M 0.38%
2,486,700
-31,000
78
$22.5M 0.37%
343,435
-6,220
79
$22.3M 0.37%
216,373
-112,547
80
$22M 0.36%
439,500
+77,390
81
$21.9M 0.36%
870,926
+245,960
82
$21.9M 0.36%
1,852,476
+1,572,876
83
$21.8M 0.36%
597,662
-113,490
84
$21.7M 0.36%
512,800
-24,900
85
$21.7M 0.36%
+396,800
86
$21.5M 0.36%
253,809
-3,900
87
$21.5M 0.36%
240,337
+13,360
88
$21.5M 0.36%
1,247,360
-278,070
89
$21.1M 0.35%
858,220
-609,600
90
$21.1M 0.35%
2,049,822
+17,040
91
$21M 0.35%
174,047
+23,593
92
$21M 0.35%
264,513
+230,235
93
$20.6M 0.34%
281,620
+2,900
94
$20.6M 0.34%
565,110
+489,370
95
$20.1M 0.33%
834
+228
96
$19.8M 0.33%
+278,235
97
$19.6M 0.32%
1,366,710
+5,200
98
$19.6M 0.32%
+782,580
99
$19.6M 0.32%
94,329
-6,890
100
$19.5M 0.32%
13,272
+5,222
2 3
4
5 6