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
$14.9B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$93.6M
3
+$73.8M
4
INTC icon
Intel
INTC
+$53.7M
5
KR icon
Kroger
KR
+$53.2M

Top Sells

1
+$79.4M
2
+$70M
3
+$58.1M
4
INTU icon
Intuit
INTU
+$57.7M
5
PARA
Paramount Global Class B
PARA
+$57.6M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.24%
3 Consumer Discretionary 13.18%
4 Financials 12.14%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.8M 0.11%
167,328
-9,102
227
$15.5M 0.1%
119,644
-9,445
228
$15.4M 0.1%
217,344
+36,587
229
$15.4M 0.1%
318,555
-17,228
230
$15.1M 0.1%
19,098
+2,908
231
$15.1M 0.1%
369,310
-28,669
232
$15M 0.1%
116,204
-46,903
233
$14.9M 0.1%
248,076
+213,780
234
$14.8M 0.1%
705,361
+194,147
235
$14.7M 0.1%
4,544,279
+1,211,805
236
$14.4M 0.1%
253,814
-5,739
237
$14.4M 0.1%
309,408
+93,087
238
$14.3M 0.1%
276,495
+70,823
239
$14.1M 0.1%
3,864,170
-54,570
240
$14.1M 0.1%
175,748
+75,955
241
$14.1M 0.1%
337,372
-3,956
242
$14M 0.09%
302,547
+84,525
243
$13.9M 0.09%
123,379
-58,806
244
$13.9M 0.09%
345,711
-548,156
245
$13.8M 0.09%
67,999
-23,241
246
$13.8M 0.09%
488,426
-74,908
247
$13.8M 0.09%
24,748
+15,035
248
$13.7M 0.09%
58,512
-614
249
$13.7M 0.09%
472,088
-23,624
250
$13.4M 0.09%
332,058
-275,299
8 9
10
11 12