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
451
$4.63M 0.03%
372,799
452
$4.62M 0.03%
+117,319
453
$4.57M 0.03%
71,752
+20,230
454
$4.55M 0.03%
491,865
-177,747
455
$4.53M 0.03%
121,990
+112,471
456
$4.47M 0.03%
+251,213
457
$4.45M 0.03%
129,611
458
$4.43M 0.03%
+10,796
459
$4.39M 0.03%
51,845
-462,920
460
$4.37M 0.03%
113,969
461
$4.34M 0.03%
+113,675
462
$4.31M 0.03%
33,545
+6,496
463
$4.31M 0.03%
+19,428
464
$4.3M 0.03%
160,186
-91,085
465
$4.3M 0.03%
310,994
-7,146
466
$4.3M 0.03%
213,528
-16,506
467
$4.29M 0.03%
599,000
+221,312
468
$4.26M 0.03%
+18,970
469
$4.19M 0.03%
224,952
-2,440
470
$4.18M 0.03%
168,743
-210,001
471
$4.18M 0.03%
34,318
+12,542
472
$4.17M 0.03%
96,200
-279
473
$4.16M 0.03%
612,973
-13,595
474
$4.15M 0.03%
126,450
+632
475
$4.11M 0.03%
+88,663
17 18
19
20 21