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
301
$9.63M 0.06%
61,851
-226,019
302
$9.63M 0.06%
457,946
+205,123
303
$9.59M 0.06%
194,409
-37,399
304
$9.59M 0.06%
24,497
-28,895
305
$9.58M 0.06%
47,878
-136,509
306
$9.52M 0.06%
89,092
+62,553
307
$9.52M 0.06%
88,620
+10,599
308
$9.38M 0.06%
163,042
-701
309
$9.34M 0.06%
96,589
-2,652
310
$9.34M 0.06%
129,011
+183
311
$9.33M 0.06%
364,346
-36,960
312
$9.22M 0.06%
469,073
-6,272
313
$9.18M 0.06%
337,872
+300,617
314
$9.18M 0.06%
526,517
+14,118
315
$9.15M 0.06%
222,342
-33,994
316
$9.14M 0.06%
736,881
-86,324
317
$9.12M 0.06%
1,452,336
+149,029
318
$9.1M 0.06%
163,099
-8,741
319
$9.07M 0.06%
362,607
-404,588
320
$9.07M 0.06%
236,647
-4,581
321
$9.04M 0.06%
97,785
+4,835
322
$9.02M 0.06%
183,312
-19,497
323
$9M 0.06%
34,800
+11,517
324
$8.86M 0.06%
472,433
-50,991
325
$8.82M 0.06%
80,507
+3,882
11 12
13
14 15