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
426
$5.17M 0.03%
102,749
-1,866
427
$5.13M 0.03%
507,722
-13,831
428
$5.09M 0.03%
583,503
-79,646
429
$5.08M 0.03%
202,547
+36,622
430
$5.06M 0.03%
+43,549
431
$5.03M 0.03%
144,459
-6,301
432
$4.96M 0.03%
15,235
+11,650
433
$4.94M 0.03%
29,416
+8,363
434
$4.93M 0.03%
15,407
-1,090
435
$4.92M 0.03%
263,469
+48,453
436
$4.92M 0.03%
379,176
-282,762
437
$4.89M 0.03%
138,046
-5,627
438
$4.89M 0.03%
1,238,668
-398,408
439
$4.88M 0.03%
+34,046
440
$4.86M 0.03%
293,093
+250,300
441
$4.84M 0.03%
50,869
+16,116
442
$4.82M 0.03%
48,083
+18,025
443
$4.8M 0.03%
167,900
-5,692
444
$4.79M 0.03%
801,839
-21,374
445
$4.78M 0.03%
645,877
+54,353
446
$4.69M 0.03%
223,042
+168,707
447
$4.68M 0.03%
+104,982
448
$4.64M 0.03%
299,146
-20,228
449
$4.63M 0.03%
100,695
+74,271
450
$4.63M 0.03%
83,272
-22,322
16 17
18
19 20