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
26
$97.7M 0.66%
1,088,433
-4,741
27
$97.3M 0.66%
764,246
+1,352
28
$93.6M 0.63%
+634,988
29
$93.6M 0.63%
2,314,313
+1,315,473
30
$91.7M 0.62%
2,148,896
+43,617
31
$91M 0.61%
1,152,392
+55,116
32
$90.1M 0.61%
488,012
-2,847
33
$89.7M 0.6%
848,128
+12,658
34
$86.8M 0.58%
423,485
+3,140
35
$86.3M 0.58%
722,405
-13,786
36
$85.6M 0.58%
1,228,028
+681,834
37
$84.7M 0.57%
1,634,331
-104,633
38
$84.1M 0.57%
799,087
+35,650
39
$84M 0.57%
1,636,474
+528,767
40
$82.9M 0.56%
457,122
-172,787
41
$78.4M 0.53%
639,688
+118,378
42
$77.4M 0.52%
1,125,655
+111,392
43
$75.1M 0.51%
923,699
-2,535
44
$75.1M 0.51%
1,072,142
+1,053,851
45
$74.7M 0.5%
4,222,925
-13,560
46
$72.8M 0.49%
2,645,777
+422,824
47
$71.1M 0.48%
1,437,987
+285,622
48
$70.3M 0.47%
632,272
+6,166
49
$69.5M 0.47%
618,500
+6,450
50
$68.1M 0.46%
1,384,539
-184,272
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