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
276
$10.9M 0.07%
856,094
+27,816
277
$10.9M 0.07%
237,662
+180,312
278
$10.7M 0.07%
213,725
+6,018
279
$10.7M 0.07%
270,844
-34,773
280
$10.7M 0.07%
146,571
+48,201
281
$10.6M 0.07%
184,348
+15,786
282
$10.6M 0.07%
420,475
-2,448
283
$10.6M 0.07%
202,356
-1,008
284
$10.5M 0.07%
201,370
-67,361
285
$10.5M 0.07%
82,513
+28,203
286
$10.5M 0.07%
+153,943
287
$10.5M 0.07%
1,366,329
-75,280
288
$10.4M 0.07%
485,568
+216,000
289
$10.4M 0.07%
346,392
-62,816
290
$10.4M 0.07%
+222,491
291
$10.4M 0.07%
155,913
+59,526
292
$10.3M 0.07%
427,435
+282,952
293
$10.3M 0.07%
272,046
-15,479
294
$10.2M 0.07%
39,991
+896
295
$10.1M 0.07%
378,739
-25,115
296
$10.1M 0.07%
1,882,186
-217,748
297
$9.98M 0.07%
448,656
-1,248
298
$9.97M 0.07%
+59,410
299
$9.85M 0.07%
47,857
+24,186
300
$9.68M 0.07%
134,873
+3,435
10 11
12
13 14