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
151
$12.7M 0.21%
76,805
+48,905
152
$12.6M 0.21%
+196,922
153
$12.5M 0.21%
695,210
-15,900
154
$12.3M 0.2%
88,271
-13,788
155
$12.2M 0.2%
152,230
+141,380
156
$12.2M 0.2%
+334,880
157
$12.1M 0.2%
120,325
-10,979
158
$11.9M 0.2%
315,900
+261,440
159
$11.8M 0.2%
531,070
+85,100
160
$11.8M 0.19%
760,430
-1,075,195
161
$11.7M 0.19%
430,290
+106,018
162
$11.6M 0.19%
225,612
-18,460
163
$11.6M 0.19%
389,650
+65,840
164
$11.4M 0.19%
1,076,660
+753,220
165
$11.2M 0.19%
292,295
+209,215
166
$11.1M 0.18%
236,429
+191,555
167
$10.5M 0.17%
237,753
+93,420
168
$10.4M 0.17%
148,014
-64,410
169
$10.3M 0.17%
127,491
-14,880
170
$10.3M 0.17%
+128,288
171
$10.3M 0.17%
71,773
-26,369
172
$10.3M 0.17%
+436,177
173
$10.2M 0.17%
645,731
+4,616
174
$10.2M 0.17%
533,322
+471,192
175
$10.2M 0.17%
156,600
-17,800
5 6
7
8 9