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
251
$13.4M 0.09%
134,203
-3,340
252
$13.3M 0.09%
+227,905
253
$13.3M 0.09%
273,202
+250,639
254
$13.2M 0.09%
921,883
-215,452
255
$13.1M 0.09%
283,530
-36,879
256
$13.1M 0.09%
438,661
+2,387
257
$13M 0.09%
586,576
-138,141
258
$12.8M 0.09%
688,818
-221,082
259
$12.6M 0.08%
315,813
-4,906
260
$12.4M 0.08%
+404,184
261
$12.3M 0.08%
977,363
-29,116
262
$12.2M 0.08%
+2,208,376
263
$12.2M 0.08%
707,684
-3,712
264
$12.1M 0.08%
350,320
-9,999
265
$12M 0.08%
555,487
-258,101
266
$11.9M 0.08%
554,221
-110,110
267
$11.7M 0.08%
135,082
+73,285
268
$11.7M 0.08%
355,916
-1,403
269
$11.6M 0.08%
144,498
+53,754
270
$11.3M 0.08%
+411,081
271
$11.3M 0.08%
+220,807
272
$11.2M 0.08%
203,126
+101,005
273
$11.1M 0.08%
+62,989
274
$10.9M 0.07%
231,516
+32,024
275
$10.9M 0.07%
680,154
+635,280
9 10
11
12 13