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
126
$15.7M 0.26%
602,835
+255,915
127
$15.4M 0.26%
+429,766
128
$15.3M 0.25%
541,214
-82,301
129
$15M 0.25%
119,426
+117,706
130
$14.9M 0.25%
159,810
-33,760
131
$14.7M 0.24%
146,459
+90,701
132
$14.5M 0.24%
191,725
-880
133
$14.4M 0.24%
100,609
-6,112
134
$14.4M 0.24%
323,277
+75,937
135
$14.3M 0.24%
663,541
-28,300
136
$14.3M 0.24%
570,968
+457,136
137
$14.2M 0.24%
338,700
-497,830
138
$14.1M 0.23%
159,884
-12,100
139
$14M 0.23%
224,631
+78,877
140
$13.9M 0.23%
347,900
-6,200
141
$13.7M 0.23%
114,742
+112,062
142
$13.7M 0.23%
183,666
+43,050
143
$13.6M 0.23%
+398,766
144
$13.4M 0.22%
776,598
-28,530
145
$13.3M 0.22%
113,730
+20,052
146
$13.1M 0.22%
347,530
-44,050
147
$13.1M 0.22%
315,616
+440
148
$13.1M 0.22%
1,302,660
+1,041,645
149
$12.9M 0.21%
139,922
+83,042
150
$12.8M 0.21%
+56,854
4 5
6
7 8