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
326
$8.78M 0.06%
1,008,029
-26,037
327
$8.73M 0.06%
253,992
-32,412
328
$8.69M 0.06%
1,689,600
+319,225
329
$8.67M 0.06%
214,096
+5,245
330
$8.65M 0.06%
89,615
+1,557
331
$8.58M 0.06%
177,124
-15,941
332
$8.5M 0.06%
495,112
+68,961
333
$8.47M 0.06%
+510,228
334
$8.47M 0.06%
312,716
-8,663
335
$8.44M 0.06%
223,793
+47,292
336
$8.41M 0.06%
539,576
-72,537
337
$8.34M 0.06%
66,861
-7,144
338
$8.3M 0.06%
328,205
-176,111
339
$8.15M 0.05%
72,149
-14,488
340
$8.15M 0.05%
133,286
+6,252
341
$8.1M 0.05%
515,189
-63,346
342
$8.07M 0.05%
252,931
+35,589
343
$8.06M 0.05%
230,905
+1,489
344
$8.03M 0.05%
337,726
+206,749
345
$7.99M 0.05%
566,495
-18,827
346
$7.99M 0.05%
45,631
+15,457
347
$7.98M 0.05%
755,885
+150,017
348
$7.96M 0.05%
+59,558
349
$7.93M 0.05%
534,176
-79,712
350
$7.88M 0.05%
179,957
+85,582
12 13
14
15 16