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
401
$5.9M 0.04%
419,604
-38,197
402
$5.83M 0.04%
315,035
-9,897
403
$5.81M 0.04%
307,603
-43,808
404
$5.81M 0.04%
129,670
-120,347
405
$5.75M 0.04%
249,146
+218,002
406
$5.7M 0.04%
260,220
-6,385
407
$5.68M 0.04%
67,330
+12,237
408
$5.68M 0.04%
788,535
-485,957
409
$5.61M 0.04%
426,498
+72,431
410
$5.61M 0.04%
+172,903
411
$5.6M 0.04%
207,720
+15,195
412
$5.57M 0.04%
648,549
-3,998
413
$5.53M 0.04%
497,889
-2,457
414
$5.51M 0.04%
117,305
+78,196
415
$5.48M 0.04%
106,264
-4,347
416
$5.48M 0.04%
79,574
-14,981
417
$5.42M 0.04%
579,548
-1,411,802
418
$5.38M 0.04%
163,128
+5,930
419
$5.33M 0.04%
249,106
+220,430
420
$5.33M 0.04%
122,042
-17,735
421
$5.32M 0.04%
105,878
-35,801
422
$5.31M 0.04%
50,028
-4,440
423
$5.3M 0.04%
179,152
-47,972
424
$5.23M 0.04%
33,160
-59,146
425
$5.18M 0.03%
165,253
-7,299
15 16
17
18 19