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
351
$7.78M 0.05%
328,556
+107,043
352
$7.71M 0.05%
31,129
-31,432
353
$7.67M 0.05%
137,853
-8,877
354
$7.67M 0.05%
2,662,045
-245,289
355
$7.64M 0.05%
356,664
-14,683
356
$7.59M 0.05%
298,051
+172,956
357
$7.58M 0.05%
345,026
-596
358
$7.5M 0.05%
174,035
+157,785
359
$7.47M 0.05%
+52,236
360
$7.36M 0.05%
53,141
+19,881
361
$7.31M 0.05%
+4,353
362
$7.13M 0.05%
243,524
-22,649
363
$7.1M 0.05%
1,394,070
-19,797
364
$7.05M 0.05%
114,012
-7,106
365
$6.98M 0.05%
97,141
+22,279
366
$6.94M 0.05%
644,402
-32,706
367
$6.94M 0.05%
334,253
-26,893
368
$6.9M 0.05%
73,058
+3,492
369
$6.89M 0.05%
604,639
+26,807
370
$6.87M 0.05%
48,478
-7,813
371
$6.84M 0.05%
93,702
-20,985
372
$6.79M 0.05%
1,632,624
-8,513
373
$6.77M 0.05%
150,438
+67,626
374
$6.75M 0.05%
57,916
+31,233
375
$6.7M 0.05%
494,795
-1,584,421
13 14
15
16 17