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
201
$8.2M 0.14%
+125,986
202
$8.1M 0.13%
61,416
-986
203
$8.08M 0.13%
77,190
+45,490
204
$8.05M 0.13%
56,160
+15,250
205
$8.04M 0.13%
144,562
+37,420
206
$8M 0.13%
175,770
-23,900
207
$7.82M 0.13%
+177,071
208
$7.81M 0.13%
773,600
-56,300
209
$7.72M 0.13%
310,810
-277,110
210
$7.7M 0.13%
131,190
-97,370
211
$7.68M 0.13%
227,400
+214,200
212
$7.57M 0.13%
86,317
-72,840
213
$7.54M 0.12%
112,030
-218,160
214
$7.37M 0.12%
143,841
+103,560
215
$7.34M 0.12%
334,138
-27,820
216
$7.28M 0.12%
254,557
-32,513
217
$7.21M 0.12%
97,795
-69,247
218
$7.16M 0.12%
150,988
+143,949
219
$7.07M 0.12%
416,553
+381,373
220
$7.01M 0.12%
158,362
+16,400
221
$7M 0.12%
+265,600
222
$6.97M 0.12%
91,429
-40,590
223
$6.85M 0.11%
243,720
-57,040
224
$6.83M 0.11%
267,941
+9,420
225
$6.82M 0.11%
21,326
+12,570
7 8
9
10 11