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
376
$6.65M 0.04%
275,753
+201,288
377
$6.62M 0.04%
902,132
-30,290
378
$6.6M 0.04%
173,252
-5,267
379
$6.58M 0.04%
1,026,627
-544,794
380
$6.58M 0.04%
361,209
+5,208
381
$6.56M 0.04%
110,821
-328,369
382
$6.55M 0.04%
212,496
-7,042
383
$6.53M 0.04%
138,164
-99,786
384
$6.53M 0.04%
+39,018
385
$6.49M 0.04%
499,583
-1,824
386
$6.48M 0.04%
49,745
-166,850
387
$6.45M 0.04%
196,400
-1,591
388
$6.32M 0.04%
39,030
-490,236
389
$6.2M 0.04%
330,073
-14,758
390
$6.19M 0.04%
1,825,025
+1,609,667
391
$6.1M 0.04%
304,166
-51,601
392
$6.1M 0.04%
403,291
+328,970
393
$6.09M 0.04%
+86,370
394
$6.07M 0.04%
66,286
-5,638
395
$5.97M 0.04%
+201,829
396
$5.97M 0.04%
302,515
-43,577
397
$5.95M 0.04%
184,686
-6,649
398
$5.94M 0.04%
231,876
-8,174
399
$5.93M 0.04%
72,019
+3,076
400
$5.92M 0.04%
+354,043
14 15
16
17 18