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
1001
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-11,507
1002
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-14,976
1003
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-57,880
1004
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-12,941
1005
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-89,016
1006
– –
-44,969
1007
– –
-35,144
1008
– –
-54,861
1009
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-36,187
1010
– –
-84,989
1011
– –
-60,500
1012
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-15,500
1013
– –
-18,100
1014
– –
-15,830
1015
– –
-3,430
1016
– –
-125,101
1017
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-587
1018
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-1,289
1019
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-82,036
1020
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-39,795
1021
– –
-39,200
1022
– –
-117,050
1023
– –
-10,210
1024
– –
-11,300
1025
– –
-156,930
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