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 19.81%
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
– –
-7,522
1002
– –
-109,800
1003
– –
-94,700
1004
– –
-24,250
1005
– –
-19,485
1006
– –
-50,400
1007
– –
-116,406
1008
– –
-6,260
1009
– –
-12,638
1010
– –
-73,350
1011
– –
-15,324
1012
– –
-12,701
1013
– –
-7,956
1014
– –
-408,434
1015
– –
-16,236
1016
– –
-15,228
1017
– –
-11,507
1018
– –
-14,976
1019
– –
-57,880
1020
– –
-12,941
1021
– –
-89,016
1022
– –
-44,969
1023
– –
-35,144
1024
– –
-36,187
1025
– –
-84,989
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